Summarize an investment's fundamental characteristics in an easy to read one-page PDF report.
To create a new Investment Summary report, do the following:
In the left navigation pane, click Research. The Research area opens.
In the left-hand column, click Open End Funds. The Open End Funds area opens.
Double-click on United States Mutual Funds. The U.S. open-end universe opens.
Select a fund from the mutual fund universe or a list by checking the box to the left of the fund name.
From the Action menu, point to Reports, then click Investment Summary.
Application of this report
Efficiently make cross-universe comparisons or have a consistent look and feel to your fund line-up evaluations with coverage spanning the mutual fund, separate account, variable annuity, closed end funds, and ETF universes.
Return/Risk Measures
Delivers the facts with historical return and risk information in easy to read format. This section is composed of three parts. The Trailing Returns Table illustrates the trailing total returns, comparisons versus a benchmark, and the Morningstar Category. The Trailing Return Graph displays historical quarterly performance to evaluate performance consistency. The Risk/Reward Table shows statistics associated with the Morningstar Rating and Modern Portfolio Theory.
Manager Information and Investment Strategy
Understanding a manager and his strategy is critical in understanding how an investment manages risk, achieves performance and selects investments. This section provides information about the manager(s) of the investment and summarizes the investment’s high-level strategy.
Holdings Analysis
Analyzing holdings leads to greater insight on manager strategy, performance, and level of diversification within an investment. This section evaluates composition, sector and regional breakdown, equity and fixed income style allocation and top holdings.
Operations
Critical purchase information is summarized in this section.