Asset Allocation controls show how a program is distributed across asset classes and master asset classes.
Asset Allocation chart
In the chart settings, you can show only master asset classes or limit the detailed asset classes to one selected master asset class.
Asset Allocation table
Use the table settings to select and order the displayed columns. Available columns include Master Asset Class, Asset Class, Result, Weight, and Return Contribution. The column headings can also be edited.
Asset Allocation Breakdown Chart
The Asset Allocation Breakdown Chart groups detailed asset classes under the master asset classes you select and displays the groups in your chosen order.
You can optionally show a total for each group and customize its label. The chart settings also let you choose the displayed value, sorting, axis minimum and maximum, and page-break behavior.