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See exactly what a fund is investing in

by Alexander Wells on 01 Feb 2016

Morningstar Adviser Workstation contains the full holdings data for thousands of funds, so if you’d like to know what equities a fund has, if it has any short positions, or exactly where that 10% allocation to property comes from, click the image below to see how you can view this information:Click to see how to view underlying holdings

 

Posted in: Quick Tips,

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