06-13-201905:34 PM - last edited on 06-17-201909:40 AM by RyanM
Expense Ratios in Workbooks
I have built models / portfolios within Morningstar Advisor workstation. When i generate a portfolio snapshot report, one of the data elements generated on the report is the portfolio expense ratio. I have created some model portfolios within the Cloud. Is there a means to grab / generate the portfolio / model expense ratios and have it displayed within the workbook / column set?
Not even sure if I am asking the proper questions. In short, if I have a workbook comparing various models I would love to see the resulting estimated expense ratios as well.