How can I get a report showing performance by asset class for mutual funds?
Bedford
Member ✭✭✭
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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Answers
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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.
QWin Premier subscription0 -
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.0
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