Portfolio Analysis Group by Mutual Fund Category

On the Portfolio Analysis component, you will see a new category in the Group By drop down labelled Mutual Fund Category:

 

This view will break down your mutual fund holdings into categories such as Growth, Income, Municipal, etc. This is a helpful view for portfolios that are fully or heavily invested in Mutual Funds. If a portfolio holds both Mutual Funds and Equity, the equity will be in group Undefined. Similar to other Group By views, there will be both a Group table that summarizes your holdings at the group level and then a detailed view of which funds make up each group below.