Morningstar Portfolio X-RayTMLearn more about Morningstar Premium
Discover your portfolio's strengths and weaknesses.
Portfolio X-Ray is a sophisticated analytical tool that provides an instant assessment of how your portfolio is diversified by region, sector and investment style, helping you uncover potential weaknesses.
See your portfolio’s true investment bias with Morningstar X-Ray.Take a free 14-day Premium trial today.
X-Ray Features
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Stock Overlap
X-Ray uses Morningstar’s premier global investment database to drill down into your funds’ underlying holdings and identify any stock overlap.
View Sample Report -
Investment Style
See at a glance the overall P/E ratio, interest rate sensitivity and investment style of all your underlying holdings. View Sample Report
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Geographic & Sector Breakdown
Clearly see if your portfolio is over- or underweight in each geographic region or sector, and review how your assets are diversified across stocks, bonds and cash. View Sample Report
About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $176 billion in assets under advisement or management as of Sept. 30, 2013. The company has operations in 27 countries.
