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. |