Fund Manager
Contact Us

Re: 401k matching contributions

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on January 23, 2001 at 21:36:31:

In Reply to: 401k matching contributions posted by Juergen on January 23, 2001 at 06:04:13:

: I like to track 401k funds separately by a) own contribution, b) company match and c) performance of the fund.

: I did not find an entry for company match. The only way around would be to have two funds, a) my contributions and b) co contribution. But that would mean I would have to pro-rate all distributions between the two funds to get the fund performance. A lot of work and it gets even worse if the ratio of own / company contribution changes.

: Is there a better way to handle this?

: Juergen

Hi Juergen,
It really is up to you on how you would like to track it. You can
enter the purchases together into 1 investment, but it sounds like you'd
like to track them independently. In this case you'd have to split them
into 2 investments, I'm not sure of a better solution. In either case you
can use the "Fund Performance" yields to get the performance of the intrinsic

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies: | Search | Site Map | About Us | Privacy Policy