Open fund top holdings

Proceed as follows to open the "Fund top holdings" report:

First open the workspace for a fund using the search field or by double-clicking on the fund (or a folder with several funds) in the Explorer.
Switch to the "Funds" worksheet.
Select the "Top Holdings" worksheet there.
The "Fund Top Holdings" table opens.

Details of the columns:

Column

Description

Fund

The name of the fund.

The table is grouped by this column by default.

Top holding company

The top positions column shows the five largest companies or funds in which the fund invests.

Share [%]

This column shows the percentage weighting of the top holdings in the total fund assets.