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DouglasL
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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.

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