CarbonScan Tips

How to map mutual fund holdings to asset classes

Step 1
Create a Portfolio in Morningstar Portfolio Manager

(You will be prompted to open a free 14-day trial account.)

Step 2
Select Instant X-Ray

Step 3
Enter your mutual fund holdings

Step 4
Enter Instant X-Ray results into CarbonScan®

Step 5
Make adjustments in CarbonScan® as needed