How to handle Fund Merges
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Posted by David Mitchell on February 18, 2001 at 08:13:54:
I owned the Fidelity Spartan Short Term bond fund and it merged a year or so ago into the Short Term bond fund, with a different ticker symbol. When I put in all my data, I entered the two funds separately, each with their own ticker symbol. I'd like to be able to look at the performance and handle the reports and graphs as if they were one fund- is this advisable, and if so, is there a way to do it without entering all those transactions all over again?
BTW, I downloaded and registered FM5 today. Very nice job and money well spent. I still think you should make a 15-20 page quick reference guide to go along with the manual - it's a lot of reading. Thanks for a good product and great support.