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Old 05-05-2004, 02:13 AM
Cal Learner-- MVP
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Default Re: Can you sub-categorize mutual funds?

In microsoft.public.money, Greg wrote:

- quote -

> I want to customize my portfolio so that I can assign
> Large Cap Fund, or Small Cap Fund, or other sub-categories
> to mutual funds. That way I know what % is in Large,
> Intl, etc. Any ideas how to do this in Standard 2003?
> Or, can I do this in an upgraded version?


No to all.

  #-1  
Old 05-04-2004, 10:28 PM
Greg
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Default Can you sub-categorize mutual funds?

I want to customize my portfolio so that I can assign
Large Cap Fund, or Small Cap Fund, or other sub-categories
to mutual funds. That way I know what % is in Large,
Intl, etc. Any ideas how to do this in Standard 2003?
Or, can I do this in an upgraded version?
 

Tags
funds, mutual, subcategorize
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