Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
How can I get a report showing performance by asset class for mutual funds?
Bedford
I can get a report showing the VALUE by asset class which considers the asset class break down of each mutual fund. I can't find a way to get a similar report for PERFORMANCE by asset class. All mutual funds end up under the "mixture" heading. Since the asset class breakdown is stored for each mutual fund, I can't seem to figure out why this shouldn't work. Hoping someone has a solution.
Find more posts tagged with
Investment Reports
Accepted answers
All comments
Jim_Harman
Unfortunately the performance of mutual funds cannot generally be broken out by their underlying asset classes.
An exception would be a "Fund of funds" like a target date fund, where the underlying funds hold single asset classes.
q_lurker
All that Quicken could do would be assume that all asset classes within the bigger fund performed the same. That does not strike as a very sound or meaningful assumption.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of