Know Your Portfolio

<!DOCTYPE HTML PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head><script type="text/javascript" src="/_static/js/bundle-playback.js?v=HxkREWBo" charset="utf-8"></script> <script type="text/javascript" src="/_static/js/wombat.js?v=txqj7nKC" charset="utf-8"></script> <script>window.RufflePlayer=window.RufflePlayer||{};window.RufflePlayer.config={"autoplay":"on","unmuteOverlay":"hidden"};</script> <script type="text/javascript" src="/_static/js/ruffle/ruffle.js"></script> <script type="text/javascript"> __wm.init("https://web.archive.org/web"); __wm.wombat("https://members.morningstar.com/memberstpages/portfoliolp2.html?referid=A1178&vurl=687474703a2f2f6e6577732e6d6f726e696e67737461722e636f6d2f66756e64616e616c7973747069636b732f6361746c6973742f44656661756c742e68746d6c","20181202230436","https://web.archive.org/","web","/_static/", "1543791876"); </script> <link rel="stylesheet" type="text/css" href="/_static/css/banner-styles.css?v=S1zqJCYt" /> <link rel="stylesheet" type="text/css" href="/_static/css/iconochive.css?v=3PDvdIFv" />   <script type="text/javascript"> if (typeof (_gat) != 'object') document.write('<sc' + 'ript src="http' + (document.location.protocol == 'https:' ? 's://ssl' : '://www') + '.google-analytics.com/ga.js"></sc' + 'ript>')</script> <script type="text/javascript"> try { var pageTracker = _gat._getTracker("UA-126696-4"); pageTracker._trackPageview("/2918565379/test"); } catch (err) { }</script>   <script type="text/javascript"> var query = window.location.search; query = query.toLowerCase(); var vurlPos = query.indexOf("vurl="); var vurl = ""; if (vurlPos >= 0) { query = query.substring(vurlPos); var end = query.indexOf("&"); if (end == -1) vurl = query.substring(5); else vurl = query.substring(5, end); } query = window.location.search.toLowerCase(); var referidPos = query.indexOf("referid="); var referid = ""; if (referidPos >= 0) { query = query.substring(referidPos); var end = query.indexOf("&"); if (end == -1) referid = query.substring(8); else referid = query.substring(8, end); } var allcookies = document.cookie; var idx = allcookies.indexOf("mstar="); var loggedIn = false; if (idx != -1) loggedIn = true; window.location = "https://web.archive.org/web/20181202230436/http://members.morningstar.com/mk/templates/mkpremium1.html?referid=" + referid + "&vurl=" + vurl; </script>  <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"/> <title>Know Your Portfolio</title> <meta name="keywords" content="Morningstar, portfolio, thrive, portfolio performance, Portfolio X-Ray"><meta name="description" content="Learn how you can help your portfolio weather the ups and downs of today's market."> <script type="text/javascript" src="/web/20181202230436js_/https://members.morningstar.com/memberstpages/Javascript/ThirdParty/Tween.js"></script> <script type="text/javascript" src="/web/20181202230436js_/https://members.morningstar.com/memberstpages/Javascript/ThirdParty/OpacityTween.js"></script> <script type="text/javascript" src="/web/20181202230436js_/https://members.morningstar.com/memberstpages/Javascript/ThirdParty/jquery-1.2.2.pack.js"></script> <script type="text/javascript" src="/web/20181202230436js_/https://members.morningstar.com/memberstpages/Javascript/ThirdParty/animatedcollapse.js"> /*********************************************** * Animated Collapsible DIV v2.0- (c) Dynamic Drive DHTML code library (www.dynamicdrive.com) * This notice MUST stay intact for legal use * Visit Dynamic Drive at http://www.dynamicdrive.com/ for this script and 100s more ***********************************************/ </script> <link type="text/css" rel="stylesheet" href="/web/20181202230436cs_/https://members.morningstar.com/CSS/Marketing.css"> </head> <body onload="MM_preloadImages('https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mktButton_FreeTrial120x32_GreenHover.gif','https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_Testimonial_ESchneider_GreenHover.gif','https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PLPMainImage_vBHover.jpg')">  <div class="wrapper">  <div class="mktHeader_wrapper">  <div class="mktHeader_Container"> <img class="mktHeader_Logo" src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktHeader_Logo.jpg" alt="Morningstar Premium" height="50" border="0" usemap="#Map"/> <map name="Map" id="Map"><area shape="rect" coords="16,7,158,40" href="https://web.archive.org/web/20181202230436/http://www.morningstar.com/" alt="Morningstar"/></map> <a class="mktHeader_Links" href="javascript:loginRedirect()">Log in</a> <a class="mktHeader_Links" href="https://web.archive.org/web/20181202230436/http://www.morningstar.com/">Morningstar.com</a> </div> </div>  <div class="mktBodywrap_noBackground" style="border-top: none;">  <h1 class="mktContainer_Main993px"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_PLPMainImage_vB.jpg" alt="Learn how you can help your portfolio weather the ups and downs of today's market. Try Morningstar Premium - Free." width="993" border="0" usemap="#MainImageMap" id="MainImage"/> <map name="MainImageMap" id="MainImageMap"> <area shape="rect" coords="408,132,534,172" href="javascript:premRegRedirect();" onmouseout="MM_swapImgRestore()" onmouseover="MM_swapImage('MainImage','','https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PLPMainImage_vBHover.jpg',1)"> </map></h1>   <div class="mktContainer_Body">  <div class="mktContainer_Main370px">  <div class="mktStack_ContainerLast370px"> <div class="mktStack_HeadlineContainer370px_PremBenefits"> <div class="mktStack_Headline370px">Benefits of Premium Membership</div> <a class="mktStack_OpenCloseButton" href="javascript:animatedcollapse.toggle('reveal1')" style="display: none;"></a> </div> <div id="reveal1" class="mktStack_InsideBorderNoPadding370px" style="display: inline;"> <div class="mktStack_InsideBorderNoPadding370px"> <a id="icon1" href="#" class="mktStack_IconOn" style="border-left: none;" onmouseover="swapout('AnalystResearchBenefits', this)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktStack_PremIcon_AR_40px.gif" width="40" border="0"/></a> <a id="icon2" href="#" class="mktStack_IconOff" onmouseover="swapout('PortfolioBenefits', this)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktStack_PremIcon_PX_40px.gif" width="40" border="0"/></a> <a id="icon3" href="#" class="mktStack_IconOff" onmouseover="swapout('PremiumScreenersBenefits', this)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktStack_PremIcon_PS_40px.gif" width="40" border="0"/></a> <a id="icon4" href="#" class="mktStack_IconOff" onmouseover="swapout('FundPicksPansBenefits', this)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktStack_PremIcon_FPP_40px.gif" width="40" border="0"/></a> <a id="icon5" href="#" class="mktStack_IconOff" style="border-right: none;" onmouseover="swapout('TimelyAlertsBenefits', this)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktStack_PremIcon_TA_40px.gif" width="40" border="0"/></a> </div> <div class="mktStack_InsideBorderNoPadding370px" style="height: 155px;"> <div id="AnalystResearchBenefits" class="mktStack_InsideBorderwPadding370px" style="padding-top: 10px; display: inline;"><span class="mktText_Bold">Analyst Research</span><br/>Gain actionable insights from over 130 analysts covering more than 2,000 stocks and 2,000 mutual funds and ETFs.<div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_StockAnalystReport_sample.html">view sample report <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> <div id="PortfolioBenefits" class="mktStack_InsideBorderwPadding370px" style="padding-top: 10px; display: none;"><span class="mktText_Bold">Portfolio X-Ray®</span><br/>Ensure your portfolio is diversified properly to meet your financial goals. This easy-to-use tool offers 12 comprehensive analyses to help you better manage your portfolio.<div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PortfolioXRay_sample.html">view sample analysis <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> <div id="PremiumScreenersBenefits" class="mktStack_InsideBorderwPadding370px" style="padding-top: 10px; display: none;"><span class="mktText_Bold">Premium Screeners</span><br/>Find the best stocks and funds with our powerful Premium Screeners. Use preset screeners developed <span class="mktText_NoWrap">by our</span> analysts or create your own. Plus, save what <span class="mktText_NoWrap">you create.</span><div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PremiumScreener_sample.html">view preset screens <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> <div id="FundPicksPansBenefits" class="mktStack_InsideBorderwPadding370px" style="padding-top: 10px; display: none;"><span class="mktText_Bold">Fund Favorites & Red Flags</span><br/>Each week, get fund ideas and funds to avoid related to a timely investment theme. <div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_FundPicksPans_sample.html">view sample e-newsletter <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> <div id="TimelyAlertsBenefits" class="mktStack_InsideBorderwPadding370px" style="padding-top: 10px; display: none;"><span class="mktText_Bold">Timely Alerts</span><br/>Stay on top of today’s market developments with exclusive e-newsletters. Plus, Portfolio Alerts tell you what you want to know about your portfolio.</div> </div> </div> </div>   <div class="mktAd_Container370px"> <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_Testimonial_ESchneider_Green.gif" width="370" border="0" usemap="#Map2" style="float:left; display: inline;" id="FreeTrial2"/> <map name="Map2" id="Map2"><area shape="rect" coords="228,137,354,175" href="javascript:premRegRedirect();" onmouseout="MM_swapImgRestore()" onmouseover="MM_swapImage('FreeTrial2','','https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_Testimonial_ESchneider_GreenHover.gif',1)"></map> </div>  </div>   <div class="mktContainer_Main565px" style="margin-bottom: 0px;">  <div class="mktContainer_20pxBtmMargin565px"> <h2 class="mktText_HeadlineThin16pxon22px">Know Your Portfolio</h2> <div class="mktContainer_20pxBtmMargin565px"> <div class="mktText_Rectangle375px"> <div class="mktText_12pxon20px" style="padding-bottom: 0px;"><span class="mktText_Subhead14pxon18px">Find out what you own and how much</span><br/>Use our stock intersection and X-Ray tools to find your true exposure to geographical regions, stock sectors, and individual equities. Uncover unexpected concentrations, holes, and overlap you didn鈥檛 know you had.<div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PortfolioXRay_sample.html" target="_blank">view sample analysis <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> </div> <div class="mktImage_Rectangle190px"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_PortfolioXRay_sample.html" target="_blank"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_StockDiversification_180x100.jpg" width="180" border="0" align="right"/></a></div> </div> <div class="mktContainer_15pxBtmMargin565px"> <div class="mktText_Rectangle375px"> <div class="mktText_12pxon20px"><span class="mktText_Subhead14pxon18px">Learn why you made or lost money and understand the outlook for your investments</span><br/>Our detailed, yet accessible, Analyst Reports take you under the hood of the individual stocks and funds in your portfolio, examining the underlying operations and fund portfolio holdings to assess performance in the current market, including how and why it trailed or beat its peers.</div> <div class="mktText_12pxon20px" style="padding-bottom: 0px;">Our analyst research not only offers insights on past performance, but also our take on the future prospects for your funds and stocks. How likely is a firm to weather the current downturn, and even come out ahead? Which funds are poised to pop when the market turns around? Our reports look forward to give you sense of likely outcomes and realistic expectations based on the fundamentals.<div class="mktText_LinkHolder"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_StockAnalystReport_sample.html" target="_blank">view sample report <img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_LinkArrow.gif" height="12" border="0"/></a></div></div> </div> <div class="mktImage_Rectangle190px"><a href="https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mkt_StockAnalystReport_sample.html" target="_blank"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mkt_AnalystAndTabs_180x100.jpg" width="180" border="0" align="right"/></a></div> </div> </div>   <div class="mktContainer_20pxBtmMargin565px"> <h2 class="mktText_HeadlineThin16pxon22px">Plan Your Next Steps</h2> <div class="mktText_12pxon20px">Whether you鈥檙e rebalancing, looking to upgrade, plugging holes in your portfolio, seeking opportunities, or going on defense, Morningstar鈥檚 Premium stock fair value estimates, company economic moat ratings (for competitive strength), Fund Analyst Picks, and Fund Stewardship Grades lay out some the best investing options to meet your needs.</div> <div class="mktText_12pxon20px">In tough markets, much can seem out of your control, but much is also in your hands. <span class="mktText_NoWrap">Try Premium</span> Membership free for 14 days and see how our portfolio tools, proprietary ratings, and sensible stock and fund research can help you invest smarter in the best and worst <span class="mktText_NoWrap">of markets.</span></div>  <div class="mktContainer_20pxBtmMargin565px"> <a href="javascript:premRegRedirect();" onmouseout="MM_swapImgRestore()" onmouseover="MM_swapImage('FreeTrial','','https://web.archive.org/web/20181202230436/http://im.morningstar.com/Im/Mbr/mktButton_FreeTrial120x32_GreenHover.gif',1)"><img src="https://web.archive.org/web/20181202230436im_/http://im.morningstar.com/Im/Mbr/mktButton_FreeTrial120x32_Green.gif" border="0" id="FreeTrial"/></a> </div>  <div class="clearFloat"></div> </div><div class="clearFloat"></div>  </div>  </div><div class="clearFloat"></div>  </div><div class="clearFloat"></div>   <div class="mktFooter_Container"> <div class="mktFooter_Content"> <p>Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.</p> <p>© Copyright 2009 Morningstar, Inc. All rights reserved. Please read our <a href="https://web.archive.org/web/20181202230436/http://www.morningstar.com/AboutUs/copyright.html">Terms of Use</a> and <a href="https://web.archive.org/web/20181202230436/http://members.morningstar.com/memberstpages/PrivacyPolicy.html">Privacy Policy</a>.</p> </div> </div>  </div>   <script type="text/javascript"> function MM_swapImgRestore() { //v3.0 var i,x,a=document.MM_sr; for(i=0;a&&i<a.length&&(x=a[i])&&x.oSrc;i++) x.src=x.oSrc; } function MM_preloadImages() { //v3.0 var d=document; if(d.images){ if(!d.MM_p) d.MM_p=new Array(); var i,j=d.MM_p.length,a=MM_preloadImages.arguments; for(i=0; i<a.length; i++) if (a[i].indexOf("#")!=0){ d.MM_p[j]=new Image; d.MM_p[j++].src=a[i];}} } function MM_findObj(n, d) { //v4.01 var p,i,x; if(!d) d=document; if((p=n.indexOf("?"))>0&&parent.frames.length) { d=parent.frames[n.substring(p+1)].document; n=n.substring(0,p);} if(!(x=d[n])&&d.all) x=d.all[n]; for (i=0;!x&&i<d.forms.length;i++) x=d.forms[i][n]; for(i=0;!x&&d.layers&&i<d.layers.length;i++) x=MM_findObj(n,d.layers[i].document); if(!x && d.getElementById) x=d.getElementById(n); return x; } function MM_swapImage() { //v3.0 var i,j=0,x,a=MM_swapImage.arguments; document.MM_sr=new Array; for(i=0;i<(a.length-2);i+=3) if ((x=MM_findObj(a[i]))!=null){document.MM_sr[j++]=x; if(!x.oSrc) x.oSrc=x.src; x.src=a[i+2];} } </script>   <script type="text/javascript"> function swapout(id,obj) { idlookup(id); turnon(obj); } //swaps out link states----------------------------------------------------------------------------------------------- var linkIDs=new Array('icon1','icon2','icon3', 'icon4', 'icon5'); //array of links function turnofflinks(id) {document.getElementById(id).className='mktStack_IconOff';} //changes links to off mode function offalllinks() {for (var i=0;i<linkIDs.length;i++) {turnofflinks(linkIDs[i]);}} //turns on selected link //first it reverts the links to off mode //then sets the one pressed into on mode function turnon(obj) {if (obj.className=='mktStack_IconOff') {offalllinks(obj); obj.className='mktStack_IconOn';}} //-------------------------------------------------------------------------------------------------------------------- //clears all content/image boxes-------------------------------------------------------------------------------------- var imageIDs=new Array('AnalystResearchBenefits', 'PortfolioBenefits', 'PremiumScreenersBenefits', 'FundPicksPansBenefits', 'TimelyAlertsBenefits'); //content boxes function idlookup(id) { if(document.getElementById(id).style.display != 'block') doton(id); } function turnoffimages(id) {document.getElementById(id).style.display='none';} //changes content boxes to off mode function offallimages() {for (var i=0;i<imageIDs.length;i++) {turnoffimages(imageIDs[i]);}} //function to set all content boxes to off mode function doton(id) { offallimages(); document.getElementById(id).style.display='block'; var opacityTween = new OpacityTween(document.getElementById(id),Tween.strongEaseInOut, 0, 100, .75); opacityTween.start(); } //------------------------------------------------------------------------------------------------------------------- </script> <script type="text/javascript"> var query = window.location.search; query = query.toLowerCase(); var referidPos = query.indexOf("referid="); var vurlPos = query.indexOf("vurl="); var referid = "a3221"; var vurl = ""; var pattern = /sp\d\d\d/i; if (vurlPos >= 0) { query = query.substring(vurlPos); var end = query.indexOf("&"); if (end == -1) vurl = query.substring(5); else vurl = query.substring(5, end); } query = window.location.search; query = query.toLowerCase(); if (referidPos >= 0) { query = query.substring(referidPos); var end = query.indexOf("&"); if (end == -1) referid = query.substring(8); else referid = query.substring(8, end); //alert(referid); var valid; if (referid.length == 5) { if (referid.indexOf("sp") != -1) { pattern = /sp\d\d\d/i; } else pattern = /a\d\d\d\d/i; } if (referid.length == 6) pattern = /af\d\d\d\d/i; if (referid.length == 7) pattern = /sp\d\d\dff/i; valid = pattern.test(referid); } else valid = true; function freeRegRedirect() { if ((valid) || (referid == "a3221")) window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/prism/registrationFree.html?referid=" + referid; else window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/prism/registrationFree.html?referid=A3221"; } function premRegRedirect() { if ((valid) || (referid == "a3221")) { window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/Registration/PremRegister.aspx?referid=" + referid +"&vurl="+vurl; } else { window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/Registration/PremRegister.aspx?referid=A3221"; } } function loginRedirect() { if (vurl == "") window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/memberservice/login.aspx"; else window.location = "https://web.archive.org/web/20181202230436/https://members.morningstar.com/memberservice/login.aspx?vurl=" + vurl; } </script> <script type="text/javascript" src="/web/20181202230436js_/https://members.morningstar.com/hbx/hbx_page_code_secured.js"></script> <script src="//web.archive.org/web/20181202230436js_/https://im.morningstar.com/im/mbr/scripts/mstartracking/clientenv.js" language="javascript"></script> </body> </html>

CINXE.COM

Know Your Portfolio