Index words list

S&P 500/Citigroup Growth
S&P 500/Citigroup Value
S&P MidCap 400/Citigroup Growth
S&P MidCap 400/Citigroup Value
S&P SmallCap 600/Citgroup Growth
S&P SmallCap 600/Citigroup Value
SA
   Are there data risks in the separate account/collective investment trust database?
   How do the features of mutual funds and separate accounts compare?
   What is the size of the U.S. retail (SA) market?
   Asset Allocation-Separate Accounts
   Bond Portfolio Analysis-Separate Accounts
   Calendar Year Returns-Separate Accounts
   Compliance-Separate Accounts
   Customization Features-Separate Accounts
   Equity Portfolio Analysis-Separate Accounts
   Fees & Expenses-Separate Accounts
   How does Morningstar gather separate account/collective investment trust data?
   Morningstar Analysis & Ratings-Separate Accounts
   Operations-Separate Accounts
   Regional Exposure-Separate Accounts
   Risk Analysis-Separate Accounts
   Sector Exposure-Separate Accounts
   Separate Account Comprehensive Report
   Separate Account Comprehensive Report Cover Page
   Separate Account/CIT Search Criteria
   Snapshot View-Separate Accounts
Sales Growth
Sales Growth Factor
Salomon Brothers World Index
Saved Reports
Savings Calculator
   Savings Calculator Dialog Box
   Calculators Overview
Savings Calculator Methodology
Schwab
   Exporting from Your Custodian
   Exporting Data from Schwab
   Importing from Schwab
Schwab OpenView Gateway Integration
Schwab OpenView Gateway Integration Overview
Search for securities
Searches
    529 Plan Search Criteria
       529 Plans Search Criteria
       Advanced Search
    529 Portfolio Search Criteria
       529 Portfolios Search Criteria
       Advanced Search
    Bond Search Criteria
       Bond Search Criteria
       Advanced Search
    Category Average Funds
    Closed-End Fund Search Criteria
       Closed-End Fund Search Criteria
       Advanced Search
       Basic Search
    Creating Searches
    ETF Search Criteria
       ETF Search Criteria
       Advanced Search
       Basic Search
    Hedge Fund Search Criteria
    Index Search Criteria
       Index Search Criteria
       Advanced Search
    Insurance/Life Products Search Criteria
       Insurance/Life Products Search Criteria
       Advanced Search
    Managed Funds
    Money Market Fund Search Criteria
       Money Market Fund Search Criteria
       Advanced Search
    Mutual Fund Search Criteria
    Offshore Open-End Fund Search Criteria
    Open End Funds Search Criteria
       Mutual Fund Search Criteria
       Advanced Search
       Basic Search
    Separate Account Search Criteria
    Separate Accounts/CITs
       Advanced Search
       Basic Search
    Stock Search Criteria
       Stock Search Criteria
       Advanced Search
    Unit Investment Trust Search Criteria
       Unit Investment Trust Search Criteria
       Advanced Search
       Basic Search
    VA/VL Policy Search Criteria
       VA/VL Policy Search Criteria
       Advanced Search
       Basic Search
    VA/VL Subaccount Search Criteria
       VA/VL Subaccount Search Criteria
       Advanced Search
       Basic Search
Sec
SEC Filings
   Equities: Data Definitions: 10-Yr Financials: SEC Filings
   Equities: Data Definitions: 10-Yr Financials: SEC Filings
SEC Yield
Secndry
Secondary and Third Strategy
Secondary Indexes
Secs
Sector
Sector Exposure
Sector Exposure-Separate Accounts
Sector Weightings-Snapshot Report
Secty
Securities in Accounts
Securities List
Securities with Issues
Security
Security Alerts
   Creating a Security Alert in Client Management or Portfolio Management
   Creating a Security Alert in Research
   Alerts Overview
   Security Pricing Alerts
Security Exclusion
   Exclude a Security from Import
   Exclude Holding from Reconciliation
Security Mapping
Security Mapping Issues
   Security Mapping Issues
   Misaligned Securities
Security Price Missing Report
Security Pricing Alerts
Security Reclassification
   Auto Reclassification of Assets
   Security Reclassification
Security Type
   Security Type
   To define a security type
   How to Determine Security Type and Price Source
Security Types and Transactions
Securtzn
Securzd
Segment
Segment-- Percentage Operating Income
Segment-- Percentage Revenue
Select Holding Settings
Select Signature
Selecting Import Interfaces
Self-paced Learning Library
Sell
Sell Short
Sell to Pay Expense
Sell to Pay Fees
Separate Accounts: Morningstar Report Definitions
    Nuts and Bolts
       Separate Accounts: Data Definitions: Nuts and Bolts
       Separate Accounts: Data Definitions: Nuts and Bolts
    Portfolio
       Separate Accounts: Data Definitions:Portfolio
       Separate Accounts: Data Definitions:Portfolio
    Risk Profile
       Separate Accounts: Data Definitions:Risk Profile
       Separate Accounts: Data Definitions:Risk Profile
    Snapshot
       Separate Accounts: Data Definitions:Snapshot
       Separate Accounts: Data Definitions:Snapshot
    Total Return
       Separate Accounts: Data Definitions:Total Return
       Separate Accounts: Data Definitions:Total Return
Set Client Passwords in the CWP
Set Currency/Exchange Filters
Set Default Account Benchmark
Set Default Account View
Set Default Planning Benchmark
Set Tax Lot Method
Set transaction order
Set User Default Settings
Setting Assignments
   Using Setting Assignments
   Setting Assignments
Setting Fee Allocation
Setting Fee Methodology Types
Share Change (Investment Detail Report)
Share Class
Share Class Cost
Share Class Id
Share Classes
   Share Classes
   Share Class Type
Shareholder Fee
Shareholder Report
Shareholder Reporting Fee
Shares Outstanding Millions
Sharpe Ratio
short
short %
Short Government Category
Short-Term Bond Category
Short-term Capital Gain
Short-term Capital Gain Reinvest
Short-Term World Income (Objective)
short%
SIC Code
Signature
   Edit Signature
   Client Web Portal Settings
Simple Blended Benchmark
Single Life
Single Life With Full Refund
Single Life With Period Certain
Size Consistency
Size Consistency Metric
Size Dispersion
Size Dispersion Metric
Size Score
Skewness
Skewness - Hedge Funds
Skewness Methodology
SKK
Slow Growth
    Dividend Return
Small Blend Category
Small Company (Objective)
Small Growth Category
Small Value Category
   Small Value Category
   Smart Search Overview
Smart Search
   Apply a Smart Search to a Group
   Create a Smart Search
   Run a Smart Search
   Smart Search Overview
Smlr
Snapshot Report
   Creating a Snapshot Report
   Creating a Quick Snapshot Report
   Quick Snapshot Report
   Snapshot Report
   Report Annotations
Snapshot View-Separate Accounts
Social Security
Socially Conscious
Sortino Ratio
Sov
SpAg
Special Fee %
Specialty Communications Category
Specialty Financial Category
Specialty Health Category
Specialty Natural Resources Category
Specialty Precious Metals Category
Specialty Real Estate Category
Specialty Technology Category
Specialty Utilities Category
Specialty--Communications (Objective)
Specialty--Financial (Objective)
Specialty--Health (Objective)
Specialty--Natural Resources (Objective)
Specialty--Precious Metals (Objective)
Specialty--Real Estate (Objective)
Specialty--Technology (Objective)
Specialty--Unaligned (Objective)
Specialty--Utilities (Objective)
Specified Tax Lot Method
Speculative Growth
Spin-off FAQs
Spin-off Wizard
   Corporate Action Wizard
   Spin-off Wizard
Split
Split Transactions
Split/Reverse Split Wizard
   Corporate Action Wizard
   Split/Reverse Split Wizard
Spnsd
Sponsor
Spreadsheet to Manually Calculate Cost Allocation Percentages
Stable Value Category
Staged Blended Benchmark
Stale Pricing
Standard & Poor's 100
Standard & Poor's 1500
Standard & Poor's 400
Standard & Poor's 500
Standard & Poor's 600
Standard Deviation - Funds
Standard Deviation - Hedge Funds
Standard Deviation and Sharpe Ratio
Standard Deviation of Accounts
Standard Deviation Three Year
Standard Deviation--Stocks
Standardized Returns
   Standardized Returns
   Standardized Returns
   Standardized Returns - VA/L Subaccounts
Stars-Hollow
Start Value
State
State Availability/Restrictions
Static Model Portfolio
   Creating a Static Model Portfolio
   Creating a Static Model Portfolio from an Account
   Creating an Account from a Static Model Portfolio
Static Model Portfolios
Std Monthly - Mutual Funds
Std Quarterly - Mutual Funds
Stock Intersection Report
   Stock Intersection Report
   Creating a Stock Intersection Report
Stock Types Algorithm
Stocks: Morningstar Report Definitions
    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
    Analyst Report
       Equities: Data Definitions: Analyst Research: Analyst Report
       Equities: Data Definitions: Analyst Research: Analyst Report
    Balance Sheet
       Equities: Data Definitions: 10-Yr Financials: Balance Sheet
       Equities: Data Definitions: 10-Yr Financials: Balance Sheet
    Cash Flows
       Equities: Data Definitions: 10-Yr Financials: Cash Flows
       Equities: Data Definitions: 10-Yr Financials: Cash Flows
    Company Snapshot
       Equities: Data Definitions: Snapshot: Company Snapshot and Operations
       Equities: Data Definitions: Snapshot: Company Snapshot and Operations
    Concentrated Fund Owners
       Equities: Data Definitions: Owners: Concentrated Fund Owners
       Equities: Data Definitions: Owners: Concentrated Fund Owners
    Funds Buying
       Equities: Data Definitions: Owners: Funds Buying
       Equities: Data Definitions: Owners: Funds Buying
    Funds Selling
       Equities: Data Definitions: Owners: Funds Selling
       Equities: Data Definitions: Owners: Funds Selling
    Income Statement
       Equities: Data Definitions: 10-Yr Financials: Income Statement
       Equities: Data Definitions: 10-Yr Financials: Income Statement
    Insider Activity
       Equities: Data Definitions: Owners: Insider Activity
       Equities: Data Definitions: Owners: Insider Activity
    Price Graphs
       Equities:Data Definitions: Quote: Price Graphs, Total Returns, Prices/Dividends/Splits
       Equities:Data Definitions: Quote: Price Graphs, Total Returns, Prices/Dividends/Splits
    Quarterly Earnings
       Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
       Equities: Data Definitions: 10-Yr Financials: 5-Year Financials and Quarterly Resultss
    Quarterly Estimates
       Equities: Data Definitions: Valuation & Estimates: Quarterly Estimates
       Equities: Data Definitions: Valuation & Estimates: Quarterly Estimates
    Quote: Quote
       Equities:Data Definitions: Quote: Quote
       Equities:Data Definitions: Quote: Quote
    SEC Filings
       Equities: Data Definitions: 10-Yr Financials: SEC Filings
       Equities: Data Definitions: 10-Yr Financials: SEC Filings
    Summary
       Equities: Data Definitions: Owners: Summary
       Equities: Data Definitions: Owners: Summary
    Top Fund Owners
       Equities: Data Definitions: Owners: Top Fund Owners
       Equities: Data Definitions: Owners: Top Fund Owners
    Top Rated Stocks in Sector
       Equities: Data Definitions: Analyst Research: Top Rated Stocks in Sector
       Equities: Data Definitions: Analyst Research: Top Rated Stocks in Sector
    Valuation Ratios
       Equities: Data Definitions: Valuation & Estimates: Valuation Ratios
       Equities: Data Definitions: Valuation & Estimates: Valuation Ratios
Storage Space
Strctr
STRIPS
Style Box: Current Market-Cap Boundaries
Style Box: Definition
   Equity Style Box
   Fixed-Income Style Box - Funds
Style Box: Historical Market-Cap Boundaries
Style Consistency
Style Consistency Metric
Style Dispersion
Style Dispersion Metric
Style Score (Value-Growth Score)
Sub
Subaccount Inception Date
Subaccount Name
Subaccount Net Assets
Subadvisor
Subadvisor Fee
Subsequent Purchase Frequency
Subsequent Purchase Minimum
Suitability Manager
Supl
Support Items
Supra
Surrender
Surrender Charges
Survivor With Period Certain
Sustainable Growth Rate
Svc
Svcs
Swre
System Requirements