Stock Markets Exposed
Is there any software that will analyze your funds/ETFs and tell you your overall sector/stock allocation?
I have several mutual funds as well as some market and sector ETFs. Is there any software that I can put all these securities into that will tell me exactly how I'm invested? I know I can look at the prospectus for the securities to see the top holdings and sectors, but its tough to manually try and see how I'm distributed.
Public Comments
- You can do it at Morningstar.com but you have to subscribe to their "premium" membership.
- Just have the companies you are invested with list them for you, they will if you ask.
- you dont have to subscribe to see what you got a morningstar. go to tools instant x-ray and follow the directions. But I'll tell you right now you don't need both mutual and ETF's especially if they have the same theme.
