Reports

Equity Diversification

Category : Holdings Reports
Description :
  • This report shows the index sector weightings and security wise sharing for each sector.
  • Consumer supplied index is 12.6 and the total for all securities under consumer supplies wil match it.
  • In sample client combine funds there are 12 kinds of lables.
  • They are denoted as : consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology(IT), materials, real estate investment trusts, telecommuntication services, utilities, not classified.
Customizations possible:
  • It is table with 12 labels .
  • The table can be changed as per requiered.
  • The look and feel can be customized to match your asset.


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