Viewing Morningstar Market Assumptions

All sets of market assumptions, including those supplied by Morningstar as well as those you create yourself, are listed in the Market Assumptions page under either the Investment Planning or Workspace tabs.

Predefined Market Assumptions are designated by “Morningstar” in the Owner column. To view the values associated with Morningstar Market Assumptions, double click the name of the Market Assumption to open the Market Assumptions Settings window.

The Expected Returns tab displays the expected return, standard deviation, yield, and total turnover for each asset class.

The Correlations tab displays the correlation matrix of all assets.

Values for Morningstar market assumptions may be modified, but the changes may only be saved as a new user-defined set of market assumptions.

 

See Also

Morningstar Market Assumptions