% assets in top 10 holdings
% Japan
MSCI Japan Ndtr_D
MSCI Pacific ex Japan Ndtr_D
% North America
% Rank in Category
% Rank in Category
% North America
+
+/- Benchmark
+/- Benchmark
+
+/- Comparisons
+/- Comparisons
Relative Comparisons
+/- S&P 500
10-Yr Financials
Equities: Data Definitions: 10-Yr Financials: SEC Filings
Equities: Data Definitions: 10-Yr Financials: Income Statement
Equities: Data Definitions: 10-Yr Financials: Cash Flows
Equities: Data Definitions: 10-Yr Financials: Balance Sheet
Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
Equities: Data Definitions: 10-Yr Financials: SEC Filings
Equities: Data Definitions: 10-Yr Financials: Income Statement
Equities: Data Definitions: 10-Yr Financials: Cash Flows
Equities: Data Definitions: 10-Yr Financials: Balance Sheet
Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
12-Month Yield
12b-1 Current
12b-1 Fee
3 Month CD
3-Month Treasury Bill
30-Day SEC Yield
30-Year T-Bond Yield
5-Year Financials
Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
6 Month CD
90-day T-Bill Yield
A.M. Best Code
A.M. Best Rating
Abbreviations (Index)
ABS
Access Code Generation
eMoney Access Code Generation
Redtail Access Code Generation
TRX (Total Rebalance Expert) Integration Overview
Rixtrema Access Code Generation
Accessing Morningstar Accounts from Rixtrema PCT
Accessing Morningstar Features from Redtail CRM
Account Contributions
Account Mapping
Account Performance
Account Position by Lot Export
Account Statement (Report)
Account Summary
Creating an Account Summary
Account Summary
Account Summary
Creating an Account Summary
Account Values
Account View
Account/Client Mapping
Accounting Fee
Accretion
Accretion Report
Accrued Interest
Report Settings
New Reports Settings
Accrued Interest Bought
Accrued Interest Sold
Acct Mapping
Action Plan
Activating a client
Activating a client
Session 1 - Client Management
Activities
Activities
Archived Activities
Session 3 - Client Relationship Management
Add a Billing
Add a Client
Creating a client
Session 1 - Client Management
Add a Group
Add an Account to a Group
Add an Assistant
Add Holding
Adding holdings to a transactional account
Adding holdings to a quick account
Session 1 - Client Management
Add to Favorites
Add Transaction
Adding a Prospect
Adding a Transaction in the Reconciliation Blotter
Adding an Item to a Chart
Additions and Withdrawals
Address
Address Labels
Adj
Adjust Cost
Adjust Lot
Administering the Client Web Portal
Administration Charge
Administrative Fee
Administrator
Administrator Fee
ADS
Advance Notice for Redemptions in Days
Advanced Search
Advicent's NaviPlan Integration Overivew
Advisor
Advisor Fee
Advisor Name
Advisor-Client Questionnaire
Aero
Afr
Agcs
Agcy
Agg
Aggregate Portfolio
Aggressive Growth - Stock Type
Aggressive Growth (Objective)
AIMR Compliance Date
Albridge
Import Sources
Import from Albridge
Alerts
Alerts Overview
Creating a Client/Account Alert
Alerts for Out of Balance Accounts
Allocate
Allocation Comparison
Alpha
American Stock Exchange (AMEX) Composite
AMEX Composite
Amortization
Amortization Wizard
Amortization and Accretion
Amortization and Accretion Report
Amortization Wizard
Analysis
Analyst Rating for Funds
Annual Contract Charge
Annual Management Fee %
Annual Report
Annual Report Date
Annual Report Expense Ratio
Annual Report Fees and Expenses
Annual Report Gross Expense Ratio
Annual Report Net Expense Ratio
Annual Return
Annual Return - Hedge Funds
Annual Returns
Annual Savings Needed
Annualized Returns
Annuity Expense Analysis Report
Annuity Rate
App
Appointments
Appraisal Per Share $
Appraisal Ratio
Archive Space
Archived Activities
Articles + Commentary
Asset Allocation - VA/L Policies
Asset Allocation (Objective)
Asset Allocation Model
Creating a Model Asset Allocation
Editing a Model Asset Allocation
Renaming a Model Asset Allocation
Deleting a Model Asset Allocation
Asset Allocation Reporting Set
How to create an asset allocation reporting set
How to apply a custom asset allocation reporting set to a report
Asset Allocation-Separate Accounts
Asset Allocations
Asset Class
To define an asset class
Asset Class Wizard
Asset Turnover % Rank Industry
Asset Turnover $
Assets Under Management Report
Assign
Assign a Benchmark to a Model Portfolio
Assigning a Benchmark to an Account
Assistant Management
Astk
ATGAF
ATOM ALIGN
Audit Report
Audit Report
Using the Audit Report to Find Updated or Deleted Transactions
Auditor
Auditor Fee
AUM Values
AUS
Auth
Auto
Auto Reclassification of Assets
Automatic Email Alerts for Out of Balance Accounts
Autos
Available in 529 Plan
Average Credit Quality
Average Daily Volume
Average Effective Duration
Average Effective Maturity
Average Market Capitalization
Average Net Assets
Average Nominal Maturity
Average Shares (Annual Income Statement)
Average Weighted Maturity
Average Weighted Price
Average-Weighted Coupon
Avg
Balance Sheet
Equities: Data Definitions: 10-Yr Financials: Balance Sheet
Equities: Data Definitions: 10-Yr Financials: Balance Sheet
Balanced (Objective)
Bank Loan Category
Barclays 1 -3 Year Government Bond
Barclays Adjustable -Rate Mortgage
Barclays Aggregate Bond
Barclays CA Municipal Bond
Barclays CA Municipal Bond
Barclays Credit
Barclays GNMA Index
Barclays GNMA Index
Barclays Government Bond
Barclays Government Bond
Barclays Government/Credit
Barclays Government/Credit
Barclays High Yield
Barclays High Yield
Barclays Intermediate Credit
Barclays Intermediate Credit
Barclays Intermediate Government
Barclays Intermediate Government
Barclays Intermediate Government/Credit
Barclays Intermediate Government/Credit
Barclays Intermediate Term Agency
Barclays Intermediate Term Agency
Barclays Intermediate Treasury
Barclays Long -Term Treasury
Barclays Long Credit
Barclays Long Government/Credit
Barclays Long Government/Credit
Barclays Long Term Government
Barclays Long Term Government
Barclays Long-Term Treasury
Barclays Mortgage-Backed Securities
Barclays Muni
Barclays Municipal Bond
Barclays Municipal Bond (Barcap Muni)
Barclays NY Municipal
Bas
Basic Search
Batch Document Upload
Batch Letter
Batch Order
Batch Print
Batch Report Message
Batch Template
Batch Template Setup
Session 2 - Reports
Batting Average
Bear Market Category
Bear Market Rank
Bear Market Rank Five Years
Bear-Market Month
Benchmark
Benchmark
Session 4 - Research
Benchmark Comparison
Benchmark Index (Primary)
Benchmarks
Changing the benchmark for an account
Setting a default benchmark
Creating a custom benchmark
Best Fit Alpha
Best Fit Beta
Best Fit Index
Best Fit R-Squared
Best Three-Month Return
Best/Worst Time Periods-Snapshot Report
Beta
Bev
BIG
Billing
To Add a Billing
Billings Overview
To Delete a Billing
To Edit a Billing
Billing FAQs
Creating Billing Disclosures
Session 1 - Client Management
Billing FAQs
Billing in Morningstar Office
Billing Management Fees and Methodologies Video
Billing New Clients
Billing Settings Diagnosis Report
Billing Summary
Billing Video
Billings Overview
Creating Billing Disclosures
Biotech
Biz
Bldg
Blotter Columns
Blotter Menu Options
Blotters
Board of Directors Fee
Board Quality Score
Bond Portfolio Analysis-Separate Accounts
Bond Sectors
Book Value Growth
Book Value Growth Factor
Book Value/Share
BranchNet
Brd
Broad Benchmark
Broad Category Group
Brokerage Availability
Btr
Bulk
Bulk Data Upload
Bulk Print
Bulk Upload
Business Risk
Business Risk - Stocks
Buy
>>