Advice on fund categories

[dellwo]

Probably dumb question but I'm trying to organize better.

What do you suggest ie for a High Yield Muni Bond Fund (looking at VWAHX)?

I see you can choose:
Type: No Load Fund or Bond (not both)
No Bond or Municipal etc to choose under other tags.

Should I do No Load Fund and add custom fields to Asset Type?
Or should I just call it a Bond?

Thanks, Joe

[Mark]

Hi Joe,

It is really up to you... You can also create your own investment types if you want to narrow down the types some. See "Options / Investment Type...".

[dellwo]

I thought there might be a standard way.

So, I'm trying to figure out how to chart a single Investment Type or Asset Type.
I see Stacked Value->Investment Type but it shows all of them. Is there a way to plot one over time?

This started with me trying to see how my Bond funds are doing with the Fed rate changes.

Thanks, Joe

[Mark]

Hi Joe,

Sorry, no, you can't plot just one at a time. It might be a nice feature to add the ability to filter some of the graphs like this.