Quicken 2006 Premier - Morningstar Ratings ??


L

Les

Have just upgraded to Quicken 2006 Premier; main reason was to be able to
get Morningstar Ratings on my mutual funds. After looking around I do not
know how to get this info.

Would appreciate some help!!
Thanks
 
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J

John Pollard

Les said:
Have just upgraded to Quicken 2006 Premier; main reason was to
be
able to get Morningstar Ratings on my mutual funds. After
looking
around I do not know how to get this info.

Would appreciate some help!!
Thanks
Investing Center > Portfolio tab > "Show" = "Mutual Funds".
Have the funds "selected" to appear in that view (Options >
Customize current view), have correct tickers for the funds,
have the funds assigned the Security Type, "Mutual Fund".
 
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G

Gary

Could you please clarify further?

I have Q2006 Premier; all mutual funds have symbols. But when I
followed your instructions only four of them fot the Morningstar
ratings.

The others are not obscure funds: Franklin Templeton Mutual Shares,
Vanguard Index 500, Dodge & Cox Balanced, etc. I know Morningstar has
rated them. But the ratings don't appear in Quicken.

Thanks for getting me this far...I'd appreciate any further advice you
can offer.
 

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