Update: Morningstar finally puts on shorts

You may recall that we had a bone to pick with Morningstar about the absence of any short data on their website (“Existing mutual fund analysis woefully unprepared for 130/30“).

Well “John C” updates the story today with the following comment added to the posting:

Interesting read! For the first time today, I noticed that Morningstar has started to include shorts on their portfolio analysis pages. For example, take a look at this:


When you click on the top holdings, you now see both long and short positions:


Still, there are improvements to be made, but this is a step in the right direction.

He’s right. The ING 130/30 fund, for example, now includes this nifty graph (circled):

So after walking around with no shorts for some time now, we’re glad to see the venerable outfit cover up a little.

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