Concentration Risk Report

The BondView Concentration Risk Report helps identify how broadly a Bond is held across a category of funds. By entering a Bond CUSIP and then selecting a peer group category, a user can see the ownership of that Bond by funds in the selected peer group versus the rest of the fund universe that owns the same bond.

If the selected peer group only owns a small percentage of that Bond, it's implied concentration risk is lower than other fund owning it in the same category.

NEW YORK LIBERTY DEV CORP 3 WORLD TRADE CENTER PROJ, 2044-11-15


Bond Concentration Within Selected Peer Category

Name Amount Held % of Fund
Bond Concentration Within the Rest of Universe

Name Amount Held % of Fund
Peer group concentration

Peer group concentration breakdown