Asset Class Mixture Proxy
Allow for specifying the asset mix of a security by assigning a proxy ticker. The security would then inherit the downloaded asset class mixture of the assigned proxy ticker. This would be useful for securities that maintain the same asset mixture of a known ticker but do not share a common price. For example, the Vanguard 529 Total Stock Market Portfolio is comprised of one underlying fund (VITSX), but trades at a different price. This situation has also occurred in several of my 401(k) plans through the years .