How can I get a report showing performance by asset class for mutual funds?
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.
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