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Portfolio Instant X-Ray®

Understand your portfolio's basic characteristics at a glance, including its asset allocation, exposure to different investment styles, and other important factors.

Successful investing isn't just about choosing the right investments. It's also about choosing the right mix of investments. Investments that may seem like ideal choices in isolation may not necessarily be the best fit for an existing portfolio. Portfolio X-Ray is a sophisticated portfolio tool that will allow you to see in just a few keystrokes how your portfolio holdings are working together. Our tools make it easier for you to make intelligent decisions about adding, dropping, or reallocating investments.

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STOCK SCREENER

Screen on scores of data points to find stocks that meet your needs. Get started by looking through Morningstar's sample screens for low-priced growth stocks, tech stocks poised for longevity, or slow and steady blue chips.

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 • August 15 – 17, 2013

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