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#1
10-08-2003, 06:07 AM
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 Re: Balanced or Mixed Asset Funds Sounds like the right answer. To confirm, if you have $1 each in stocks, bonds and this mutual fund does your asset allocation come out 55% ($1.65) stocks and 45% ($1.35) bonds? Mutual funds only release component, or % information, quarterly so no legal S/W can get this info more often. Don - quote - > -----Original Message----- > I'm not quite sure what you are saying, but I have a "Moderate > Allocation" Mutual Fund that holds about 65% stocks and 35% bonds. I am > able to click the details button on that specific investment, and change > it's asset allocation by percentage. Money doesn't usually reliably > download this information for "my" Mutual Funds, so I'm always updating it > to show correctly in my Asset Allocation. > David Viles > "Don" <ms_money[at]donandme.com> wrote in message > news:040d01c38b0c$32ccd920$a001280a[at]phx.gbl... > > In asset allocation reports, can MONEY show these funds > > as componant asset classes (stocks, bonds, etc) by % > > entered or downloaded and not just as Mixed? > . |
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10-05-2003, 12:12 PM
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| Re: Balanced or Mixed Asset Funds I'm not quite sure what you are saying, but I have a "Moderate Allocation" Mutual Fund that holds about 65% stocks and 35% bonds. I am able to click the details button on that specific investment, and change it's asset allocation by percentage. Money doesn't usually reliably download this information for "my" Mutual Funds, so I'm always updating it to show correctly in my Asset Allocation. David Viles "Don" <ms_money[at]donandme.com> wrote in message news:040d01c38b0c$32ccd920$a001280a[at]phx.gbl... - quote - > In asset allocation reports, can MONEY show these funds > as componant asset classes (stocks, bonds, etc) by % > entered or downloaded and not just as Mixed? |
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#-1
10-05-2003, 06:45 AM
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| Balanced or Mixed Asset Funds In asset allocation reports, can MONEY show these funds as componant asset classes (stocks, bonds, etc) by % entered or downloaded and not just as Mixed? |
| Tags |
| asset, balanced, funds, mixed |
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