Holdings Correlation

Overview

Use this matrix to review how positively or negatively investments in an account or portfolio correlate to one another. Funds must have at least three years of history. Use this as a diversification tool to see how closely related selected funds are to one another, an index, a Morningstar Category, or prospectus objective.

For capabilities common to most components, read the Components Overview.

Alternate Uses

You cannot use the <CTRL>+click function to broadcast more than one account or portfolio to this component. Instead, to see the correlation of two or more accounts or portfolios, do the following:

1.Open a new browser window.

2.Resize the windows so you can see both on your monitor.

3.In the new browser window, click the name of the account or portfolio you want to broadcast to the Holdings Correlation component.

Last Updated: June 26, 2018

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