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| In microsoft.public.money, cybun wrote: - quote - > I have a Janus Funds Overseas Stock mutual fund account
Look at the investment details of the investment. You may have set> whose stock ticker abbreviation is JAOSX. Even though > this is a mutual fund whenever I view my Investment > Allocation MS Money insists that it is a stock and not a > mutual fund. Would anyone have an idea as to why? this security up initially as a stock. It is possible to change a security set up as a stock to a fund. It is not trivial, but not as hard as it first appears. A few minutes should do it. In the details, remove the symbol, and rename the existing "stock" to something you will never use. Let's suppose you choose zzzz. Create a new mutual fund with the correct name and symbol. Go back to investment zzzz and choose View: Investment Details. Change each transaction to the fund using the drop-down list. My inclination would be to try starting with the oldest transaction. Keep going until there are no more zzzz transactions remaining. At that point you can "delete" zzzz. The exception is that with Money 2003 or 2004, delete can actually delete; if you delete all transactions for zzzz (including watch accounts) and delete the investment, it will be deleted. You can use that name again. Let us know if you encounter problems with that.. Myrna Larson suggests " To avoid problems with sells, you can simply enter a bogus initial transaction with enough shares to cover all subsequent sales. You should then be able to move the transactions in any order you like. After all transactions have been moved, delete the dummy entry." |
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| I have a Janus Funds Overseas Stock mutual fund account whose stock ticker abbreviation is JAOSX. Even though this is a mutual fund whenever I view my Investment Allocation MS Money insists that it is a stock and not a mutual fund. Would anyone have an idea as to why? |
| Tags |
| fund, insists, money, mutual, stock |
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