Portfolio X-Ray API

OutputEquityStyle

object

Equity style data.

AsOfDatestring(date-time)

End date of analysis.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioobject
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Benchmarkobject
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EquityStyleBreakdownobject

Equity style box breakdown by market capitalization (Large/Mid/Small) and investment style (Value/Blend/Growth).

Show Child Parameters
SecurityBreakdownarray[object]
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Example

OutputEquityStyleBreakdown

object

Equity style box breakdown by market capitalization (Large/Mid/Small) and investment style (Value/Blend/Growth).

AsOfDatestring(date-time)

End date of analysis.

Portfolioobject
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SecurityBreakdownarray[object]
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Example

OutputEquityStyleBreakdownItem

object
LargeValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

LargeBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

LargeGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

Unclassifiednumber(double)

Percentage not classified into a style box category.

Example

OutputEquityStyleBreakdownItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

EquityStyleBreakdownItemobject
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Example

OutputEquityStyleItem

object
AverageMarketCapnumber(double)

Geometric mean of the market capitalizations of all stocks held, weighted by portfolio allocation.

Example