nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

No Morningstar Ratings for Funds

Quercus47

On the Investing - Portfolio - Mutual Funds view, there are columns to show Morningstar Rating, Risk and Return. All those entries are blank for all funds, all banks. These are regular mutual funds (not EFT) and span the spectrum in category and fund manager. All are blank. How do I get Quicken to show Morningstar information? (BTW... XRay is working just fine).

Find more posts tagged with

Accepted answers

q_lurker

I added the first two of the ones you listed to my file. I get the M* info in the portfolio view.

Do you have the funds in Quicken set up with Security Type = Mutual Fund?

All comments

Quercus47

Just a few funds for example: FSKAX, OPGIX, EXWAX, FJSCX.

Jim_Harman

These are working for me, for Vanguard funds. Are your quotes updating properly?

Quercus47

Yes, quotes are working properly.

q_lurker

I added the first two of the ones you listed to my file. I get the M* info in the portfolio view.

Do you have the funds in Quicken set up with Security Type = Mutual Fund?

Quercus47

That was it. Because Quicken does not allow users to edit the Asset Class options (don't get me going on that one!), I had setup other custom Security Type options. When I reset the types to Mutual Fund, the M* data shows up.

q_lurker

I have Types set up in part as Int'l Funds, Bond Funds, US Funds, etc. Unfortunately, that knock off the M* rating info. Been that way 'like forever'. As I think about it, I'll start an Idea post to open up that flexibility. Other rankings (Fund Category Rank, et al.) are not limited by that specific security type.

Reference (and vote for) this idea: https://community.quicken.com/discussion/7876107/morningstar-ratings-return-and-risk/p1?new=1