Click on an asset code or name to select an asset from the displayed list.
The list will only include Managed Funds if you have subscribed to the Morningstar service, available only, by application, to Practitioners managing 25 or more funds.
Mclowd™displays the Asset, showing Name, Short Code, Class, Type, Listing Status, and Country. The Ticker Code and, if relevant, APIR is also displayed.
(APIR codes, assigned by a company called APIR, are widely used in the industry as an identifier of Managed Funds.)
Depending on the Asset Type, additional information about Income History and Asset Allocation may be available.
When the PRICE DETAILS , INCOME HISTORY , or ASSET ALLOCATION screen is displayed, the ASSET DETAILS button will be accessible to navigate back to the Asset Details screen.
