Mutual Fund Portfolio
The Portfolio page displays a mutual fund's major holdings and allows you to see the performance of individual holdings. From the Summary page of any mutual fund you are researching, click the Portfolio tab near the top to view portfolio composition.
A chart of the mutual fund's major holdings displays the percent loss or gain (vertical/y-axis)of each holding in a one to 30-day time frame. To adjust the time frame displayed, use the slide bar below the chart. Each holding is represented inside a circle. The percent allocation value of each holding is represented along the horizontal/x-axis. The larger the circle, the larger its market cap (note the key at the bottom right of the chart). If the bubble is green, that holding is up for the day in value. If the bubble is red, the holding is down in value for the day.
To view the mutual fund holding information in a table format, click the Table View button. The Table View also displays an Asset Allocation Breakdown and Holdings Details. Click on the question-mark icons next to their titles to learn more about what this information means.
Investors should consider the investment objectives, risks, charges, and expenses of mutual funds carefully before investing. A prospectus contains this and other information about the fund and is available through www.scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing.
The tools described in this article are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.