asset type
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Posted by harold on December 14, 2003 at 16:32:02:
FM6.6.330> user defines asset type and investment goal from list.
I have made an incorrect assumptions in these categories. Should program have predefined asset type for fund or stock based on the fund family or morningstar stats.
The same for investment goal allocation. Each fund is best definded from ther prospectus as to investment goal that applies to its investment stategy. This could also be prepogramed into FM. Simple investment goals as to retirement, college,a house,etc may still be left to the user.
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