Fixed Income Sectors Breakdown

The Fixed Income Sectors Breakdown view provides the fixed-income portion of a portfolio classified by Morningstar's fixed-income sector structure into super, primary, and secondary sectors - including the per-region government, treasury, inflation-protected, and agency sectors - reported as long, short, and net percentages.

It populates several data tables covering the sector groupings, their breakdown (Brk) variants, and the per-region tables.

Available data tables

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

  • IncGovernmentPerRegionSuperSectors
  • IncTreasuryPerRegionSecondarySectors
  • IncInflationPerRegionSecondarySectors
  • IncAgencyPerRegionSecondarySectors
  • IncAllSectors
  • IncSuperSectors
  • IncPrimarySectors
  • IncSecondarySectors
  • IncBrkAllSectors
  • IncBrkSuperSectors
  • IncBrkPrimarySectors
  • IncBrkSecondarySectors

How to use Fixed Income Sectors Breakdown

Select the FixedIncomeSectorsBreakdown 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: {
        FixedIncomeSectorsBreakdown: {}
    }
});
await connector.load();
const dataTable = connector.getTable('IncBrkSuperSectors');
Highcharts.chart('container-brk-super-sectors', {
    title: {
        text: 'Fixed Income Super Sectors Breakdown'
    },
    subtitle: {
        text: dataTable.metadata.performanceId
    },
    series: [{
        name: 'Fixed Income Breakdown Super Sectors Long',
        data: dataTable.getRows(
            void 0,
            void 0,
            [
                'Fixed_Income_Breakdown_Type',
                'Fixed_Income_Breakdown_CalcLongFiperc'
            ]
        )
    }, {
        name: 'Fixed Income Breakdown Super Sectors Short',
        data: dataTable.getRows(
            void 0,
            void 0,
            [
                'Fixed_Income_Breakdown_Type',
                'Fixed_Income_Breakdown_CalcShortFiperc'
            ]
        )
    }, {
        name: 'Fixed Income Breakdown Super Sectors Net',
        data: dataTable.getRows(
            void 0,
            void 0,
            [
                'Fixed_Income_Breakdown_Type',
                'Fixed_Income_Breakdown_CalcNetFiperc'
            ]
        )
    }]
});

Relevant demos

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

  • Highcharts Core + Morningstar Fixed Income Region Sectors Breakdown
  • Highcharts Core + Morningstar Fixed Income Sectors Breakdown

Morningstar API Reference

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

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