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Profiles

The Profiles screen allows you to retrieve detailed information on funds and companies. To access it, click Profiles on the Navigation Bar.

Three types of profile are available:

To select a profile type, click the corresponding red tab on the Profiles screen.

Profiles - Fund

You can retrieve the profile for a fund by either symbol, company or fund name.     

The Profile screen for this fund appears.

Profiles – Fund Company

You can retrieve the profile for a fund company by either company name or sponsor:

The Company Profile appears.

Profiles – Company Snapshot

You can retrieve a company snapshot by either symbol or name.

Click Go. The Snapshot screen for this company appears.

Click Go. A list of companies matching your text appears. Note that Snapshots are only available for companies whose names appear underlined in blue.

Click the name of the company you are interested in. The Snapshot screen for this company appears.