Why no "category" listed for FSDIX in Money but it's on MSN website


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C

Chris Cowles

- Bobb - said:
...
How to "update the fund info" to have it count toward my Large Cap funds
?
Go to investment (rt-click it in an investment account). Go to details page
of investment. Change asset allocation.

If you're talking about in Asset Allocation tool, while on the Reallocate
assets in your allocation page, click Reclassify an investment.
 
B

- Bobb -

Chris,

THAT's the step I needed - select Asset Alocation, then it shows as
unassigned - assign it.
Excellent, thanks.

Bobb
(PS still confused as to why it's size is not known in My Money, yet shows
as large-cap in MSN Money .)
 
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C

Chris Cowles

- Bobb - said:
Chris,

THAT's the step I needed - select Asset Alocation, then it shows as
unassigned - assign it.
Excellent, thanks.

Bobb
(PS still confused as to why it's size is not known in My Money, yet shows
as large-cap in MSN Money .)
The classification in asset allocation is not the same as in investment
details. Investment details supports proportional assignment to multiple
categories. Asset allocation understands only a single category and does not
inherit info from the investment details.
 

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