Before taking any action, you should review your current allocations. If you're a Merrill Edge client, use our Asset Allocator
TM tool to help you determine your target allocation based on your risk tolerance, compare your current and target allocations and align your portfolio with your investment style.
Learn more about the Asset Allocator »
View your holdings by product class, asset allocation, sector size and style.
Search for stocks, bonds and mutual funds based on criteria you select such as performance, earnings and ratings.
Merrill Edge security profiles offer an overview of the investment's objective, historical performance, ratings and more. If you've selected a mutual fund or exchange-traded fund (ETF), you'll also be able to view holdings within the fund, the expenses associated with it and information about the fund manager.