Morningstar Funds Ratings absent under Investing then Allocations Tab

Unknown · July 2020

Quicken recognizes my Mutual Funds in all other screens but in Investing>Allocations>Mutual Funds Ratings by Morningstar, Quicken states that there are no Mutual Funds in the Selected Accounts (All Accounts were selected). Mutual Funds all have symbols ending in X and download prices successfully. Quicken also tell me that lower expense mutual funds are available.

q_lurker · July 2020

What "Security Type" do you have assigned to those securities (funds)?

To Show up with the ratings, the Security Type needs to be "Mutual Fund".

If you are using some other 'customized' security type, you might want to consider and vote-up this idea post:
https://community.quicken.com/discussion/7876107/morningstar-ratings-return-and-risk#latest

q_lurker · July 2020

What "Security Type" do you have assigned to those securities (funds)?

To Show up with the ratings, the Security Type needs to be "Mutual Fund".

If you are using some other 'customized' security type, you might want to consider and vote-up this idea post:
https://community.quicken.com/discussion/7876107/morningstar-ratings-return-and-risk#latest

Unknown · July 2020

Thank you for you answer. I had customized Security Types to Approximate Morningstar Categories long before Morningstar was linked to Quicken. Using Mutual Fund symbols (ending in X) would be a wonderful way to Access Morningstar Data and and work around present shortcoming based on using Security Types.

Rocket J Squirrel · July 2020

The interesting thing is that ETFs also display M* ratings if they are falsely classified as MFs. So the trailing X is not the best filter. Quicken should understand ETFs after all this time.

Please vote for this idea:

https://community.quicken.com/discussion/7876107/morningstar-ratings-return-and-risk

Morningstar Funds Ratings absent under Investing then Allocations Tab

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