Asset allocation categories on the asset allocation tool is different from
asset allocation category as displayed on the lifetime planner. The latter
is set on the details page of the investment; the former, in the asset
allocation tool itself. The tool allows only a single category. The details
page of the investment allows multiple.

I don't know which source the asset allocation reports use. Check both to
make sure they're accurate.

--
Chris Cowles
Gainesville, FL


"Jeff324234" <Jeff324234[at]discussions.microsoft.com> wrote in message
news:FD81ABF7-6E58-47F6-8ACE-74BDD57841E0[at]microsoft.com...
- quote -

I have a mid cap mutual fund that shows up as a large cap on the asset
allocation report. I modified the automatically downloaded asset allocation
and made the mutual fund 100% mid cap; however, when I create an asset
allocation report, the fund continues to appear as a large cap mutual fund.
I am using Money 2004.

Does this also occur in Money 2005? Any workarounds?

Thanks,

Jeff