Morningstar 4.7.4 User Manual

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Morningstar

Workstation 4.7.4

User Manual

Version 1.4

December 2010

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Summary of Contents for Morningstar 4.7.4

Page 2: Table Of Contents
TABLE OF CONTENTS General Information........................6 Accessing Morningstar Workstation..................... 7 LaunchPad..........................7 SmartFind ............................ 8 Finding a fund.......................... 8 Selecting a fund........................8 Using your fund selection – Reports..................10 Using your fund selection – Charts..................10 Using your fund selection – Factsheet................... 11 System Update ..........................
Page 3 Web Links to Excel ........................55 Mouse over function ........................55 Find in Column........................... 56 Report Templates ........................57 Morningstar Workstation Standard Reports Templates ............57 User-defined Report Templates .................... 57 Saving a Report......................... 58 Opening a Saved Report....................... 58 Printing a Report........................
Page 4 Daily or Weekly macros......................63 To Edit a Macro ......................... 64 To Delete a Report from a Macro ....................65 To Delete a Macro ........................65 Private Lists ........................... 66 Exporting a Fund Selection to a Private List ................67 Chart Deck..........................
Page 5 Importing Data into Private Funds – File Format ............... 84 Sorting ............................87 Filtering............................87 Comments field.......................... 87 Entering a Comment......................87 Viewing a Comment ......................87 Removing a Comment......................88 Exporting to Excel........................88 Final Note ..........................88 Composite module ......................... 89 Creating a Composite ........................
Page 6: General Information
Workstation covers 190,000 funds and 15,000 indices through a tiered classification structure that incorporates the Morningstar Global Investment Fund Sectors system. 85 currencies and more than 85 calculation options, a range of language options and proprietary data to assess the performance and quality of market-leading funds.
Page 7: Accessing Morningstar Workstation
Accessing Morningstar Workstation Morningstar Workstation modules may be accessed by the Desktop icon or from the Windows Start menu, All Programs, Morningstar Workstation. LaunchPad A centralised user area from which you can: • Launch all Morningstar Workstation modules: Reports, ChartDeck, Composites,...
Page 8: Smartfind
SmartFind Allows you to quickly navigate to a fund, index or currency and trigger a number of commonly used Workstation tasks based on your selection. This is accessible from the Home section of the Launchpad. Finding a fund Start typing in the search box to begin your search. Hovering over a fund in the results window displays additional information to help make your selection.
Page 9 You can access your previous searches from the drop down arrow. Further guidance notes are available online via the “?” icon. Once you have selected a fund three icons – Reports, Charts & Factsheet become activated allowing you to utilise your selection within the Workstation modules.
Page 10: Using Your Fund Selection - Reports
Equity Europe. • This funds category – compare this fund against those in the same Morningstar category. • The funds local sector - compare this fund against those in the local market sectorisation e.g.
Page 11: Using Your Fund Selection - Factsheet
• Index – plots an index chart (rebased to a common value) for the fund selected based on your chosen time period (1 year/ 3 years/ 5 years/ 10 years). All other chart settings will be in accordance to your default settings in ChartDeck. •...
Page 12: Updating Manually
Updating manually By selecting the option Update Manually your system will run data updates only when triggered by a user with update permissions. To run a manual update simply click on the Run All button. Should you not wish to update your system to the latest date select the update you want to update to and click Run Selected.
Page 13: Download Settings
Download settings The default setting is ON, the folder location default to the Updates subfolder within your Workstation directory. This feature should only be turned OFF if an IT department downloads update files separately which are subsequently collected from a different network location and run by the updating user. Clicking on the spanner icon gives access to update all download related settings such as download passwords and proxy settings.
Page 14: Email Confirmation
Email confirmation This function will trigger an email to a defined distribution list following an update, indicating whether it was successful or not. Set this up by clicking on the spanner icon. System Details The System Details section holds details of your subscription. The System Support section allows you to view and carry out a number of support related tasks.
Page 15: Contact Morningstar
Re-index System – This will recreate a number of index files used to aid the search • functions within the Workstation system. Contact Morningstar The contact details of all Support departments are available here.
Page 16: Reports
Reports To Create a Report From the LaunchPad click once on the Reports icon to launch this section From the Menu bar select File – New or click on the new report icon A Fund/Index Selection dialogue box appears which contains 3 main sections: Lookup tool for searching &...
Page 17: Tree Selection
Tree Selection Selecting a Class of Fund Click on the Class symbol in Section 1 of the dialogue box, choose the class/database required from Section 2 using one of the following methods: • Double-click on the required class or module (it automatically attaches to the yellow folder in the Fund/index Selection tree in Section 3).
Page 18: Report Benchmarks
For any group(s) selected, provides list of all their Manager funds. To refine your selection, use the following options: (Morningstar Workstation Sector classification) This selection presents a list of geographical areas allowing you to choose specifically which investment locations you require.
Page 19: Auto Add Indices
If you want to attach benchmarks/indices to any sectors selected, click on the following symbol from Section 1 of the dialogue box: This option allows you to select any individual funds/indices from the database and attach Fund/Index them as benchmarks to the classes/sectors you have chosen. It also displays which class/sector/area a fund belongs to.
Page 20: To View The Content Of Sector(S) In The Tree Selection
To View the Content of Sector(s) in the Tree Selection Double-click on any sector attached to the tree and a dialogue box appears showing the contents of the sector; thus you can check the presence of particular fund(s) in the chosen sector(s) before continuing.
Page 21: To Edit Your Tree Selection
To Edit your Tree Selection From the Menu bar select Data – Fund/Index Selection or click on the Toolbar Icon . You may also double-click on the fund list. Make the necessary changes and click on OK to validate. Your new selection will show in your report.
Page 22: To Select Performance Criteria
To Select Performance Criteria From the Menu bar select Data – Performances or click on the Toolbar Icon A Performance Columns dialogue box appears. Date Selection The start and end date may be selected in any of the following ways: Dates tab Choose individual date period selections By using the preset selections from the drop-down menus;...
Page 23: Regular Periods Tab
Hunting Settings: this can be changed from the default 6 day, to increase the hunting to turn it off. Please note this setting is applied at a report only (not system wide) level. Regular Periods tab For discrete date period selection, e.g. year on year, monthly Use the Regular Periods section of the dialogue box by clicking on the regular periods tab •...
Page 24: Charges, Income And Currency Settings
Charges, Income and Currency Settings Once you have chosen your time periods, you need to select your calculation basis. Click on the Income/Charges tab in the top- right corner of the Performance Columns dialogue box. Click on the drop-down menu arrows adjacent to the Income, Class of Investor and Currency selections and choose the required options.
Page 25: Scheme Type Selection
Scheme Type Selection Click on the Scheme tab to view settings. Performance results calculated can be shown in the following terms: Percentage change • Cash Value • Annual Growth (AGR) • Investor Return • 82 Modern Portfolio Theory (MPT) Statistics including Alpha, Beta, Information Ratio, etc. •...
Page 26: Report Facilities
Report Facilities Supplementary Data A large number of additional fund information such as Latest Fund Size, Fund Launch Date, Bid/Offer spread and many more is held on the database. To access this data, select Data – Supplementary Data from the Menu bar or click on the Toolbar Icon A dialogue box opens displaying the list of Supplementary Data items available.
Page 27: Sub Column Data
Scroll down the list of data items at the top of the dialogue box or use the List Member Functions category to bring List Lookup; highlight this and click on the Add button to add. Browse to the text file you wish to cross reference against and select the report column you are referencing against. Click on OK to return to the report.
Page 28 Benchmarks - view a funds performance directly against that benchmark. This facility can be used to compare performances and other MPT stats. From the Sub Columns dialogue box, choose the main column data item you wish to attach a sub column item to;...
Page 29: Sorting Report Data
In the examples shown above, you will see (2 Units excluded): • A non- class specific managem ent group report with the Global Sector Rank and Count over a 1-year time period. • A class specific management group report with the Global Sector Rank and Count as well as the 2 General Rank and Count over 1 and 3 years.
Page 30: Filtering Report Data
Filtering Report Data From the Menu bar, select Report – Filter or click on the Toolbar Icon The Report Screen Filter dialogue box appears, allowing you to retain only those funds which meet the criteria you set. You can apply a range of filter conditions to either performance data or supplementary data.
Page 31: Report Indices
Report Indices Where indices are present in a report, use this option to alter how they are displayed: from the Menu bar, select Report – Indices or click on the Toolbar Icon If any of the following are switched on ( •...
Page 32: Collapsing Sectors Into A Global Display
When using Filters in a report, you can obtain the new Sector Statistics for the fund meeting your filter criteria. To do so, select the statistic(s) you wish to add from the Sector Statistics dialogue box, tick the After Filter box and click on Add.
Page 33: Rank Grouping
The Display Grouping option alters how the funds are viewed, the combined list is not re-ranked, and thus the funds retain their original sector rankings. Rank Grouping If you want the combined list ranked together as one list, select Report – Rank Grouping from the Menu bar or click on the Toolbar Icon The Rank Grouping dialogue box will appear;...
Page 34 In the snapshot above, note how the first report contains funds from various sectors sorted on the 1-year time period ranking. We have 3 funds in first position, 3 in second position, etc. Once the ranks have been combined, all funds are ranked together, regardless of their sector of origin.
Page 35: Report Headers And Footers
Report Headers and Footers From the Menu bar select Report – Titles and Footers or click on the Toolbar Icon The Titles and Footer dialogue box presents 2 sections: Report Heading and Report Footer. Type in your own Report Heading and Report Footer. Save as defaults if desired. The Header and/or Footer can also be temporarily suppressed by deselecting the active checkboxes.
Page 36 You can also right-click on the column header and select Hide from the drop-down menu. Right-clicking on the column header of the column immediately to the right will bring back to view the column previously hidden.
Page 37: Formatting Your Report Sheet
Formatting your Report Sheet Colour Schemes Automatic colour schemes are available in Workstation. From the Menu bar select Format – Colour Scheme or click on the Toolbar Icon The Colour Scheme dialogue box below will allow the user to set a colour scheme for the report, or change the default.
Page 38: Style
Style You can format your report sheet further; from the Menu bar select Format – Style or click on the Toolbar Icon . Click on Save Default to keep these settings as default for future reports. • Select the report area you wish to change •...
Page 39: Right-Click On Rows Pop-Up Menu
12 months (+ month to date) or 10 calendar years (+ year to date) against its GIF sector/Morningstar Category/Management Group. • Line Chart – displays the options to create 3 different line charts with a maximum of 20...
Page 40: Highlighting Funds
Highlighting Funds To highlight a single fund: Right-click on a fund to highlight it. To highlight a group of funds To use the block highlight function, right-click on a fund and click on Start Block Highlight. Right-click further down the list on another fund and select End Block Highlight to highlight all funds in-between these two points.
Page 41: Fund Facts
Fund Facts Right-clicking on a fund name in reports will enable the pop-up menu described on the previous page. Click on Fund Facts from the menu and the window below will appear. The screen will remain visible for a few seconds and then automatically close. If you wish the window to remain permanently on the screen then toggle the pin (top-right corner) to make it “sticky”.
Page 42: Sector Chart
A floating bar chart is available through Workstation Reports. You may use this option to show your fund performance against its GIF sector, Morningstar Category or Management Group. From a Report list, right-click on the fund of your choice and click on Sector Chart. In this example let’s select the fund’s GIF sector.
Page 43: Index/Movement/Portfolio Size Line Charts
Index/Movement/Portfolio Size Line Charts You may access Index, Price Movements and Portfolio Size Line Charts along and have up to 20 funds in either type of chart. In the Fund Name column, right-click on the fund of your choice – In the example below, the fund ranked Nº1 over 3 years was selected.
Page 44: Creating/Adding To A Composite From The Reports Module
The option This fund and previous will appear after you select the line chart type if some funds precede the fund of your choice in the Fund Name column (see example in Movement Line Charts). You may also highlight funds first; an option to chose these highlighted funds will appear once you have chosen the type of line chart.
Page 45: Assign Benchmark To This Fund
Assign Benchmark to this Fund This function enables the user to chose individual benchmarks when calculating an Alpha, Beta, etc., over a given time period. From Data – Performances, set up the time period of your choice and click on the Scheme tab. In the example across we selected Alpha.
Page 46: Right-Click On Columns Pop-Up Menu
Right-Click on Columns Pop-up Menu This menu will typically appear when you right-click on the report column headers. Find in Column… allows the user to search for a specific value or name (instead of using the scroll bar). Decimal Places allows modification of the number of decimals on all performance data or funds and indices or sector statistic.
Page 47: Scatter Charts
Scatter Charts Scatter charts can be created for a whole universe of funds – the number is unlimited. In the example below, two time periods were inserted in the report with 3 years % Change and Volatility. • Right-click on the % Change column header and select Scatter Chart – This column in Y axis.
Page 48: Fund Comparison Module
Fund Comparison Module Compare up to 20 funds and obtain information, statistics and performance over various preset time periods. Right-click on the performance column header of your choice and select Fund performance – First x or Last x (where x is the number of funds). You may also highlight specific funds in your list;...
Page 49: Market Share
Market Share The Market Share feature is available via Workstation Reports, enabling users to retrieve key information on what lies behind the growth – or decline – in either the size of fund assets, or the overall size of the assets of a group of funds. The user can monitor more closely competitors’...
Page 50 The Portfolio Size column displays the assets under management at the start and at the end of our time period (in terms of millions of the currency selected in your Workstation report). The Portfolio Size Change column displays the change in terms of cash. The changes in terms of cash over the last year will be the subtraction of our portfolio end date value by the start date value.
Page 51 The Market Share column gives us the percentage of the total amount invested in the selected group of funds at our start and end dates. Please note that on occasion we do not have full coverage, therefore this should be thought of as indicative only. The Market Share of a fund against the rest of the fund selection is calculated by dividing the Portfolio Size Start Date value...
Page 52: Mpt Statistics Sheet (Excel)
MPT Statistics Sheet (Excel) The MPT Statistics Sheet enables the user to compare up to 20 funds in a Excel spreadsheet over a given time period. An Indexed base (on 100) line chart of the funds’ returns will be displayed as well as the statistics as chosen by the user.
Page 53: Copy Options
Copy Options Three options are currently available within Reports: • Copy Displayed Sector – will copy only the report sheet displayed on your screen. • Copy All Sectors – will copy all report sheets (when you made multiple selections in your Fund/Index Tree Selection.
Page 54: Export To Excel
Export to Excel A new option (available from the Edit menu) is Export to Excel. Click on the Excel icon (or go to Edit – Export to Excel) and the Excel spreadsheet will open on your screen, with the exported data. Sectors are displayed on individual worksheets NB: The style of the Workstation report has been applied to the Excel file.
Page 55: Web Links To Excel
• Morningstar Qualitative Research is available wherever you see this symbol to the left of the fund name The links will remain active once the report has been exported into Excel. Click on one of the links to be taken to the relevant information page.
Page 56: Find In Column
Find in Column This function will bring up the relevant information to the top of your report screen. This is available on all columns in Workstation reports (Supplementary Data, Performances and Sub columns). Right-click on the letter at the top of the column in question. Select Find in column…...
Page 57: Report Templates
Morningstar Workstation Standard Reports Templates Morningstar Workstation Standard reports are available in Workstation. These are accessible from the File menu – Standard Report. You will have the choice between fifteen Morningstar Workstation standard reports: • Performance Short-Term Sector Table – Weekly •...
Page 58: Saving A Report
Saving a Report Select File – Save As, type the filename in the File Name textbox and click on OK. The method used to select time periods in a report will determine how the particular performance columns will update (whether frozen, rolling or continuous). Rolling Start and end dates will roll on 1 week/month when report opened after update.
Page 59: Printing A Report
Printing a Report From the Menu bar, select: File – Print In the Print dialogue box check the nominated printer is correct. If not, click on the drop-down menu to select. Click on OK; or File – Print Preview View page before printout. Click on the Print button; or File –...
Page 60: Load At Start-Up
Load at Start-Up This feature is available from the File menu in your Reports section. The default is None. You may decide to change this default to load the most recently used report, or a report of your choice by clicking on Browse.
Page 61: Macros
Macros The report macro enables the user to group together series of reports for automatic updating and resaving. It can also be used to automatically export report data to other software in various file formats. To Create a Macro From the Menu bar select File – Edit/Create Macro.
Page 62 Click on Set output file. The Output file dialogue box appears. Select any relevant options: Print report – When the report is opened, it will automatically go to print. Updated – Report columns will be updated to latest system information when opened. Output to file –...
Page 63: Runtime Date Substitutions
Runtime Date Substitutions This option enables the user to have a different output file each time the macro is run on a different day. Use the character groups DD or MM (not case sensitive) within the .XLS output name; the Runtime Date Substitutions dialogue box will popup, giving you the option of using Runtime Date Substitution on the filename.
Page 64: To Edit A Macro
To Edit a Macro From the Menu bar select File – Edit/Create Macro. The Open report macro file dialogue box appears. Select the macro file to be edited and click on In the Edit Macro dialogue box, highlight the report to be changed and click on Remove. Note that report...
Page 65: To Delete A Report From A Macro
To Delete a Report from a Macro Go to File – Delete. Under List Files of Type, switch to Report Macro Files (*.mac). Highlight the macro to be deleted and click on OK. To Delete a Macro From the Reports module, go to File – Delete. Using the List Files of Type drop-down menu, select Report Macro Files.
Page 66: Private Lists
Private Lists Workstation provides a facility which enables you to create a list of funds under your own sector headings, which can then be viewed in a report, either independently or with any standard sectors. (Perhaps you require the performance of a number of funds from different sectors. To save you from creating a report containing all those sectors and extracting the results from a large report, you can create a list which contains only those funds required.) Once your list is created, click on the Lists icon in Section 1 of the Fund/Index Selection dialogue...
Page 67: Exporting A Fund Selection To A Private List
Exporting a Fund Selection to a Private List You may export a fund selection to a private list from within a report. You may want to do this after filtering on specific criteria in a given fund selection to save the remaining funds’ list. To do so, select Edit –...
Page 68: Chart Deck
Chart Deck To Create a Chart From LaunchPad click the ChartDeck icon once to launch this application. From the Menu bar select File – New, or select New Chart from the opening dialogue screen. Fund Selection search box will appear on screen. Search by name (including SPID code) or ISIN code. You can amend your fund selection at any time by clicking on the Add Fund or Remove Fund buttons, or right clicking on the fund from the table and selecting Remove entity...
Page 69: Fund Selection From A Private List
Fund Selection from a Private List Selecting the add list function will allow you to select a private list created in reports. Adding a Benchmark To add a benchmark to your fund selection click the drop-down menu arrows adjacent to the fund name and select add benchmark.
Page 70: Style
• NAV – provides the closest approximation of the investment performance of a fund manager, measuring the movement in the net asset value of a fund, incorporating annual management fees but not sales or redemption fees. • Bid – bid prices are used throughout. •...
Page 71: Dividends
Dividends To show dividends for fund(s) on your chart use the dividend check box. When Dividends are added to a chart you will see a separate Dividends Rates axis (pence per share or selected fund currency per share) on the right hand side of your graph. Date Settings Start and end dates may be selected by either: •...
Page 72: Scatter Chart Settings
Lumpsum – return on a sum invested at the start of a time period. This amount can be entered by • selecting the edit option Savings – return on a regular savings investment e.g. £50 invested monthly. Details are entered via •...
Page 73: Format Settings
Logarithmic Scale From the chart settings area you can choose to select a Log Scale to show the true perspective of the funds. The vertical axis of a log scale chart will show equal percentage changes as equal distances. For example, if a fund rises from 100 to 110, then later rises from 200 to 220, on a linear scale the second rise will appear twice as large as the first even though in both periods the fund has risen by 10%.
Page 74: Text Settings
Text Settings Heading & Legend Properties Change and format and contents of the chart heading & legend. You can either choose to insert or delete entries from items available in the auto text drop-downs or manually type in the text you require.
Page 75: Zoom Functionality
Zoom Functionality To easily change the time period of chart on the screen simply drag the x axis change start or change end bubbles to the left or right. Additional Formatting Options From the chart toolbar (or right click menu) you can select from the options available, these include: •...
Page 76: Autoupdate
AutoUpdate The auto-update option is enabled by default. When selected this means the chart and all associated output files (selected at the point of saving, see above) will automatically update with the latest data following each data update. If you wish to trigger the auto update of charts outside of the data update you can do so by selecting File ->Auto Update from within the ChartDeck application.
Page 77 Following a data update (or format changes made to the chart in ChartDeck) you will be prompted to update the document when you open it. Click Yes to refresh the image.
Page 78: Chart Batching
Chart Batching The Batch function allows you to plot a large number of line charts with the same settings for a large number of funds in a given market and management group. Create a Batch To create a new batch select Batch > New Batch or click new batch from the opening popup screen.
Page 79: Modify A Batch
Select run now to trigger the batch. Once the batch has been completed a notification message will be displayed and your charts and images available in the directory selected. Modify a Batch To modify the batch select Batch> Modify batch from the menu options and edit the selections required.
Page 80: Private Funds
Private Funds The Private Funds module allows Workstation users to enter and maintain their own fund information on the database. This can then be compared and analysed with other funds/indices available from the fund modules subscribed to. The data entered is stored in a special area of the database separate from the Workstation data. From the LaunchPad click once on the Private Funds icon to launch this section.
Page 81: Drop-Down Menu Fields
Any new information will see its cell highlighted in blue until it’s saved to the database. Drop-down menu fields • Currency • Acc/Dist • Net/Gross To change any of these items, use the drop-down menu in the relevant cell and select the appropriate option.
Page 82: Historical Data Fields
Historical Data Fields These allow multi-data entry (only one entry per date) via the Price and Dividend History window, where fields can be edited at any time. This window can be accessed by double-clicking in one of the cells under the Latest Prices and Latest Dividend main columns. To enter data double-click in any of the cells facing your new fund under the following headers and you will access a secondary sheet:...
Page 83: Committing Private Fund Data To The Database
Dividends History Move on to the Dividends History page to enter dates and values. Simply enter your XDates, XPrices and Rates. Click on Done to close the Price and Dividend History window to return to the main sheet. The data in the Latest Prices and Latest Dividend columns is updated.
Page 84: Editing Data
Editing Data Static data Double-click on the cell, erase and re-type the entry in the cell. Historical data Double-click on the relevant cell to open the Price and Dividend History window and edit any prices. The system will automatically present any relevant new weekly or monthly dates to enter the prices against.
Page 85 Fund Field Value1 Value2 Date Description (this column is always ignored importer): 000001 FundName My Old Add/Change the name of fund Fund "000001.BF" to "My New Fund" 000001 LaunchDate 01/01/07 Add/Change the launch date of the same fund to 01/01/07 000001 Owner John...
Page 86 NewAA LaunchDate 01/01/07 " NewAA Owner John " NewAA Currency " NewAA 2.340 " NewAA 1.600 " NewAA Acc/Dist " NewAA Net/Gross " NewAA Comments Test " fund NewAA 4.100 03/06/2008 " NewAA Offer 3.100 03/06/2008 " NewAA 2.100 03/06/2008 "...
Page 87: Sorting
Sorting To sort on a column, simply double-click on the arrow in the column header to sort ascending, double-click again to sort descending. Filtering To filter on a column, click on the filter icon – only available on Owner, Currency and Latest Prices –...
Page 88: Removing A Comment
Removing a Comment Open the Comments window and delete the information. Click on Done. Your comment has been removed. Exporting to Excel You can export all your private funds information into an Excel file by going to File – Export to... Select a location and give a title to your Excel file.
Page 89: Composite Module
Composite module This module enables users to create their own composites, which can then be used in Workstation Reports & Charts. An unlimited number of composites can be created within this module, with the possibility to save these composites with up to 31 characters. Composites can include other previously created composite funds.
Page 90: Funds Settings
Your weights options will not be taken into account by the system until the start date of the most recent fund in your selection). You may also choose a date of your choice by using the Calendar. Funds Settings • Use the Add button to bring up the Search box –...
Page 91: Return Sheet
Return Sheet Rebalancing The Return Sheet displays Indexed returns, Percent Change returns, Contributions and Weightings for the composite, the individual funds and the benchmark (if selected) on a weekly or monthly basis. Negative returns are highlighted in red. You may now set your rebalancing options as you see fit – for this you must have selected the Manual rebalancing option from the Fund Settings dialogue box.
Page 92: Correlation Matrix
Correlation Matrix The Correlation Matrix displays the closeness of the funds compared to each other. Values will be between -1 and 1 (the closer to 1, the more correlated a fund is to the fund it’s compared against).
Page 93: Index Line Charts
Index Line Charts Index Line charts will display the composite itself alongside its components. The Data Editor may be brought in by simply clicking on its Toolbar icon - it displays the returns based on the frequency the user chose.
Page 94: Scatter Chart
Scatter Chart The Scatter chart displays the composite as well as its components. The Dashboard may also be brought in. The snapshot above also demonstrates that right-click menus are available on the Legend (to the right), but also on the X & Y Axis legends.
Page 95 You can now add them to your reports or charts for fund comparisons.
Page 96: Exporting To Excel
Exporting to Excel All data in each of the 4 tabs within the composite module can be exported to excel. Select the excel icon from the toolbar menu.
Page 97: Document Library
Document Library From the Launchpad, click on the Documents Library icon to launch this module. This is on online tool that includes a comprehensive collection of the latest available fillings for open- end, money market, closed-end and ETF’s as well as variable annuity/life sub accounts, equities, unit investment trusts, pensions, endowments and foundations.