Investment Properties

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Posted by Steve on January 18, 2007 at 15:56:26:

Under Invsetment Properties I have set up the "Asset Type" labels in accordance with Morningstar's nine style box.. (Large Value, Mid Value, Small Value..etc) and labels for different bond types and cash.

I have set up labels under the "Investment Goal" for a more broader overview including, Large Cap, Mid Cap, International, Reits, Fixed Income, Money Market..etc

I am only tracking mutual funds but my problem comes when I try to include a balanced fund of stocks and bonds. You have to chose stock or bond on creating a new investment. I can go to "Investment Goals" reports or graphs and things are shown correctly but the "Asset Allocation" reports or graphs will not be correct.

Has anybody found an easy/other way around this?

PS .. I would love to see a M* nine box graph included sometime. Great program!

Replies:

• Re: Investment Properties Mark 22:58:31 01/18/07 (1)
  • Re: Investment Properties Steven 11:26:08 01/19/07 (0)