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Old 05-08-2007, 09:03 PM
Warwick Webb
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Default RE: Asset allocation for funds

I have issues with the way Money does this.

First of all, there is no category for 'International' asset allocation.
International mutual funds are divided among the same asset classes (large
cap, small cap) as domestic funds. While I understand why this was done, most
people factor in 'international' exposure as part of their core asset
allocation.

Second, I don't think each fund needs to be subdivided into multiple asset
classes. For example, let's say I own a Vanguard Large Cap fund. While it is
fascinating to me that this fund is 94% Large Cap, 3% Small Cap, and 3% Cash,
I think of this mutual fund as 'Large Cap'. It's very puzzling to look at my
asset allocation pie chart and find that 5% of my portfolio is cash, simply
because some of my funds hold a small amount of cash assets. A large cap fund
should simply be classified as large cap.

My 2c......

"Bill Becker" wrote:

- quote -

> Frank,
> Generally, Money will update mutual fund asset allocation percentages every
> time you do an online update. For Money 2007 (and maybe 2006 and 2005) this
> works pretty well. You can see the percentages that Money assigns to each
> mutual fund by going to investment details screen and most (but not all)
> screens and reports will use these percentages. You can also manually change
> the percentages in the investment details screen, but Money will change them
> back at the next online update.
> --
> Bill Becker
> "Frank Spina" wrote:
> > I have added some new fund security to Money. how do I download the asset
> > allocation automatically without having to do it myself.
> > > Frank
> > >
 
Old 04-25-2007, 01:16 PM
Bill Becker
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Default RE: Asset allocation for funds

Frank,

Generally, Money will update mutual fund asset allocation percentages every
time you do an online update. For Money 2007 (and maybe 2006 and 2005) this
works pretty well. You can see the percentages that Money assigns to each
mutual fund by going to investment details screen and most (but not all)
screens and reports will use these percentages. You can also manually change
the percentages in the investment details screen, but Money will change them
back at the next online update.
--
Bill Becker

"Frank Spina" wrote:

- quote -

> I have added some new fund security to Money. how do I download the asset
> allocation automatically without having to do it myself.
> Frank

  #-1  
Old 04-24-2007, 01:20 PM
Frank Spina
Guest
 
Posts: n/a
Default Asset allocation for funds

I have added some new fund security to Money. how do I download the asset
allocation automatically without having to do it myself.

Frank


 

Tags
allocation, asset, funds
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