How-To Video: Reclassifying Securities

by jmurphy on 27 Jul 2010

Morningstar collects full holdings data from asset managers in order to provide a complete analysis of a fund’s holdings and asset allocation. Unfortunately there are still a small percentage of funds in the database that do not have full holdings data. If you are producing portfolio reports that show a portion of the holdings as “Unclassified” you can manually reclassify a fund’s asset allocation. Click here to view a short video of this process.

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