OutputDataItemStringNumber
objectIdstring
Valuenumber(double)
Value.
Example
OutputDataItemTimePeriod
objectIdstring
Allowed values:QuarterToDateYearToDateMonth1Month3Month6Year1Year2Year3Year5Year10SinceInception
Valuenumber(double)
GrossValuenumber(double)
Example
OutputDataItemTrailingTimePeriod
objectIdstring
Time period identifier.
Allowed values:YearToDateMonth3Month6Year1Year2Year3Year5Year10SinceInception
Valuenumber(double)
Value for the time period.
GrossValuenumber(double)
Gross value for the time period.
Example
OutputEquityAnalysis
objectEquity analysis data.
AsOfDatestring(date-time)
End date of analysis.
EquitySectorsobject
The portfolio’s equity exposure broken down by sector. Percentages may reflect long, short, net, or long-rescaled positions.
Show Child Parameters
WorldRegionsobject
The portfolio’s equity exposure broken down by geographic region. Percentages may reflect long, short, net, or long-rescaled positions.
Show Child Parameters
EquityMarketMaturityobject
Market maturity breakdown showing the percentage of portfolio stocks domiciled in developed and emerging markets.
Show Child Parameters
EquityTypeBreakdownobject
Portfolio stocks broken down into Morningstar equity type designations based on objective financial criteria.
Show Child Parameters
PriceRatiosobject
Price ratio data for the portfolio and benchmark.
Show Child Parameters
Profitabilityobject
Profitability data for the portfolio and benchmark.
Show Child Parameters
GeometricAverageCapitalizationobject
Geometric average capitalization data for the portfolio and benchmark.
Show Child Parameters
Example
OutputEquityMarketMaturity
objectMarket maturity breakdown showing the percentage of portfolio stocks domiciled in developed and emerging markets.
AsOfDatestring(date-time)
End date of analysis.
Portfolioobject
Show Child Parameters
Benchmarkobject
Show Child Parameters
Example