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#2
12-30-2005, 01:07 AM
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 Re: Why no "category" listed for FSDIX in Money but it's on MSN website "- Bobb -" <bobb[at]netscape.net> wrote in message news:%2356F6eMDGHA.1088[at]tk2msftngp13.phx.gbl... - quote - > Chris,
The classification in asset allocation is not the same as in investment> THAT's the step I needed - select Asset Alocation, then it shows as > unassigned - assign it. > Excellent, thanks. > Bobb > (PS still confused as to why it's size is not known in My Money, yet shows > as large-cap in MSN Money .) details. Investment details supports proportional assignment to multiple categories. Asset allocation understands only a single category and does not inherit info from the investment details. |
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#1
12-29-2005, 09:32 PM
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| Re: Why no "category" listed for FSDIX in Money but it's on MSN website Chris, THAT's the step I needed - select Asset Alocation, then it shows as unassigned - assign it. Excellent, thanks. Bobb (PS still confused as to why it's size is not known in My Money, yet shows as large-cap in MSN Money .) "Chris Cowles" <NoSpam[at]For.me> wrote in message news:OwW74tDDGHA.272[at]TK2MSFTNGP10.phx.gbl... - quote - > "- Bobb -" <nospam87[at]netscape.net> wrote in message > news:u6oPtxwCGHA.1312[at]TK2MSFTNGP09.phx.gbl... > > ... > > How to "update the fund info" to have it count toward my Large Cap funds > > ? > Go to investment (rt-click it in an investment account). Go to details > page of investment. Change asset allocation. > If you're talking about in Asset Allocation tool, while on the Reallocate > assets in your allocation page, click Reclassify an investment. > -- > Chris Cowles > Gainesville, FL |
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12-29-2005, 04:48 AM
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| Re: Why no "category" listed for FSDIX in Money but it's on MSN website "- Bobb -" <nospam87[at]netscape.net> wrote in message news:u6oPtxwCGHA.1312[at]TK2MSFTNGP09.phx.gbl... - quote - > ...
Go to investment (rt-click it in an investment account). Go to details page> How to "update the fund info" to have it count toward my Large Cap funds > ? of investment. Change asset allocation. If you're talking about in Asset Allocation tool, while on the Reallocate assets in your allocation page, click Reclassify an investment. -- Chris Cowles Gainesville, FL |
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#-1
12-27-2005, 04:39 PM
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| Why no "category" listed for FSDIX in Money but it's on MSN website http://moneycentral.msn.com/investor...ymbol=US:FSDIX shows this fund as Large Blend. Yet in my M2004 Money, under category, that field is just empty on my screen: it does NOT show it as Large Cap . How to "update the fund info" to have it count toward my Large Cap funds ? |
| Tags |
| category, fsdix, listed, money, msn, website |
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