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 Morningstar.com 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