I'm having exactly the same trouble.  I would like to know what my Style allocation is within my domestic holdings, but this information is not provided by the tool.

Seems to me like an obvious oversight.

Does anyone have a solution to this?

Thanks,
Dave
 

Our detailed X-Ray, a feature available to premium users, breaks down style, sector, type and more by security. You can use this to review domestic versus international funds (or companies) to identify which international funds are heavy in energy, for example.

Regards,

M*_Darrin

Hi M*_Darrin,

Thank you for the quick reply.  I am a premium member.  Have been for three years.  Never posted here until now.

Your suggestion does not solve the problem.  Suppose I have a target asset allocation model which lists these categories:

US Large, US Mid, US Small, Foreign, Bonds, Cash

 
Morningstar's data does not allow this combination to be analyzed.  In the Holdings Detail of X-Ray, M* gives a chart of funds and their allocations.  But it does not combine the funds' holdings into separate style categories for domestic and foreign assets.  It combines them all into nine styles (10 including Not Classified), but what we really need is 18:  9 for domestic and 9 for foreign.

If I had this information--and if it was available on the (premium) Portfolio X-Ray Overview Report--then I could copy this information into Excel to do a proper analysis of my asset allocation vs. my target.  There is not enough information on M* X-Ray to do this, and M*'s pie does not break out US Equities by Style.

I think the OP's request was exactly the same as what I'm requesting.

 
Thanks,

Dave

 

Dave,

I saw that my suggestion wasn't a perfect fit, sorry for implying that it was. I've submitted this suggestion to the portfolio team and noted that it has been requested twice.

Thanks,