Equity Sectors Breakdown

The Equity Sectors Breakdown view provides the equity portion of a portfolio classified by Morningstar's Global Equity Classification Structure into super sectors (Cyclical, Sensitive, Defensive), sectors, and industries, reported as long, short, net, and rescaled-long percentages.

It populates the EqSuperSectors, EqSectors, and EqIndustries data tables.

Available data tables

Currently the following data tables are supported in the EquitySectorsBreakdown connector:

• EqSuperSectors
• EqSectors
• EqIndustries

How to use Equity Sectors Breakdown

Select the EquitySectorsBreakdown converter on the InvestmentsConnector, then read the data tables with connector.getTable('<TableName>').

const connector = new HighchartsConnectors.MorningstarDWS.InvestmentsConnector({
    api: {
        access: {
            token: 'your_access_token'
        }
    },
    security: {
        id: '0P00006W6Q'
    },
    converters: {
        EquitySectorsBreakdown: {}
    }
});
await connector.load();
const dataTable = connector.getTable('EqSuperSectors');
Highcharts.chart('container', {
    title: {
        text: 'Equity Super Sectors Breakdown'
    },
    subtitle: {
        text: dataTable.metadata.performanceId
    },
    series: [{
        name: 'Equity Super Sectors Long Rescaled',
        data: dataTable.getRows(
            void 0,
            void 0,
            ['Type', 'PercLongRescaled']
        )
    }, {
        name: 'Equity Super Sectors Long',
        data: dataTable.getRows(
            void 0,
            void 0,
            ['Type', 'PercLong']
        )
    }, {
        name: 'Equity Super Sectors Net',
        data: dataTable.getRows(
            void 0,
            void 0,
            ['Type', 'PercNet']
        )
    }]
});

Relevant demos

You will find examples of how to use EquitySectorsBreakdown converter in our demos.

• Highcharts Core + Morningstar Equity Sectors Breakdown

Morningstar API Reference

For more details, see Morningstar's Investment Details API.