How do I create a report on each mutual fund's distribution of investment types?
I want to create a report on each mutual fund's investment type distribution. There are reports that cover the entire portfolio (my portfolio as a whole has X% in large cap, Y% in small cap, Z% in international, etc), but I can't figure out how to create a similar report that gives a breakdown per mutual fund. This would be helpful in rebalancing the portfolio, so I can identify the best fund(s) to sell to achieve what I want.
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