2. ANALYZE ASSET ALLOCATION AND DIVERSIFICATION
The Funds Investment Objective view compiles important information regarding the various mutual and exchange traded funds held in a given portfolio, or combination of portfolios.
- Investment Objective: the fund investment objective group.
- Total Cost: the total cost paid for all quantity held of the security.
- Market Value: the total market value for all quantity held of the security.
- Unrealized Gain/Loss: the total unrealized gain or loss for all quantity held of the security.
- % Gain/Loss: the total percentage unrealized gain or loss for all quantity held of the security.
- Estimated Income: the total estimated income for all quantity held of the security.
- Percent of Funds: the percentage the total security market value represents of all mutual funds held in the portfolio.
- Percent of Portfolio: the percentage the total security market value represents of the total portfolio value.
