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#1
05-29-2006, 04:57 PM
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 Re: money 2003 asset allocation the classification was done in the assest allocation section. "Chris Cowles" wrote: - quote - > "joel" <joel[at]discussions.microsoft.com> wrote in message > news:A18A72A6-EDD1-443E-83E8-524C898516D1[at]microsoft.com... > > hello, > > > i am trying to use the assest allocation feature, but it is only > > including > > some of my mutual funds. for example, it shows only 2 funds as large cap, > > but > > when i click the "reclassify" to verify my other 3 funds, those 3 funds > > already show large cap. the 3 funds are just not being used in the > > calculation, and therfore my large cap asset allocation is understated. > > > the same happens for some other funds in the other classes. this problems > > make this feature useless to me. any ideas? > Where did you do the classification? In asset allocation? Or in the > investment details? The investment details does not apply to asset > allocation, and asset allocation allows only one category per investment, > even if it's a balanced fund, for example. > -- > Chris Cowles > Gainesville, FL |
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05-29-2006, 03:17 PM
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| Re: money 2003 asset allocation "joel" <joel[at]discussions.microsoft.com> wrote in message news:A18A72A6-EDD1-443E-83E8-524C898516D1[at]microsoft.com... - quote - > hello,
Where did you do the classification? In asset allocation? Or in the> i am trying to use the assest allocation feature, but it is only > including > some of my mutual funds. for example, it shows only 2 funds as large cap, > but > when i click the "reclassify" to verify my other 3 funds, those 3 funds > already show large cap. the 3 funds are just not being used in the > calculation, and therfore my large cap asset allocation is understated. > the same happens for some other funds in the other classes. this problems > make this feature useless to me. any ideas? investment details? The investment details does not apply to asset allocation, and asset allocation allows only one category per investment, even if it's a balanced fund, for example. -- Chris Cowles Gainesville, FL |
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#-1
05-29-2006, 01:33 PM
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| money 2003 asset allocation hello, i am trying to use the assest allocation feature, but it is only including some of my mutual funds. for example, it shows only 2 funds as large cap, but when i click the "reclassify" to verify my other 3 funds, those 3 funds already show large cap. the 3 funds are just not being used in the calculation, and therfore my large cap asset allocation is understated. the same happens for some other funds in the other classes. this problems make this feature useless to me. any ideas? thanks, joel |
| Tags |
| 2003, allocation, asset, money |
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