To help get that information, investors can now use a new free risk analysis tool released by Morningstar.
Risk Analyzer helps determine which investments contribute to the investor’s risk and shows how to adjust the portfolio’s risk exposure.
Risk Analyzer displays data on stock and mutual fund holdings within an investor’s portfolio. It illustrates how each holding contributes to overall portfolio risk.
Mark Wright, Morningstar, Director of Tools and Portfolio Content, told PLANSPONSOR.com that financial advisors can also use Risk Analyzer when working with clients.
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