The Performance Details window shows performance by sector or industry for the selected portfolio or strategy.

Please note: The Stock/ETF Benchmarker calculates information for the current intraday period only. To view similar information over a historical period, please use the Portfolio Analyst…

Use the Stock/ETF Benchmarker to compare your portfolio's performance against the SPX index for the current day.

To launch the tool in Mosaic:…

Italicized symbols are not in your portfolio but are part of the benchmark index.

More information on the Stock ETF/Benchmarker can be found on our website…

The Portfolio vs SPX window shows a graphic comparison of the equity portion of your portfolio's performance to that of the SPX index for the current day along with key portfolio and risk statistics.

Please note: The Stock/ETF Benchmarker calculates information for the current intraday period only. To view similar information over an historical period, please use the Portfolio Analyst…

To filter symbols in the Performance Details window of the Stock/ETF Benchmarker, click on Show All in the top-right corner and select one of the following:

• Show All: Displays all symbols from your portfolio and the benchmark index
• Show all groups and my positions…

The Top Contributors window lists equity contribution to the overall portfolio from highest to lowest. It shows the top five and bottom five equity components by contribution. Hold your mouse over a bar to see the numerical percentage value.

Please note that the values are also reflected in the…

The Sector Contribution window lists sectors by contribution from highest to lowest. Hold your mouse over a bar to see the numerical percentage value.

Please note that the values are also reflected in the Performance Details window's Contribution column.  …