For transactional reports, the short version excludes:
- Fees and charges summary
- Information ratios table
- Fund ratings table
- Other information table
For traditional portfolio reports (traditional reports only report on the portfolios current asset allocation), the short version excludes:
- Information ratios
- Other information tables
For historic portfolio reports (historic reports include previous changes to the portfolios asset allocation), the short version excludes:
- Information ratios
- Fund ratings
- Other information tables
- The other difference for historic reports is that long reports show the full details of each model portfolio edit, whereas the short report only lists the dates of each portfolio edit.