mathjak107
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 27, 2005
- Messages
- 6,208
when doing a portfolio analaysis i noticed both morningstar and fidelity vary by quite a bit in their breakout of style. it shows how you really cant tell exactly how your mix is as both use different time frames for their latest information. none of the information is really up to the minute and neither are the holdings.
morning star looks like this
value core growth
35 23 17 large
6 6 7 med
2 2 2 small
fidelity analysis
value core growth
49.4 18.7 7.6 large
0 11.7 5.1 med
0 3.9 0 small
morning star looks like this
value core growth
35 23 17 large
6 6 7 med
2 2 2 small
fidelity analysis
value core growth
49.4 18.7 7.6 large
0 11.7 5.1 med
0 3.9 0 small