Quicken Windows Help

What if I have mutual funds?

It's difficult to rebalance a portfolio that holds mutual funds. A mutual fund can hold a mix of asset classes, so you can't move a set dollar amount out of the fund and into a different asset class the way you can with a single security.

You might also find it impossible to match your target allocation exactly. Many mutual funds hold a money market or cash component alongside their primary asset classes, so your actual allocation can include a class that isn't part of your target. This doesn't prevent you from reaching an acceptable allocation with your current holdings. It just means the mix won't match your targets down to the percentage point.

To review and adjust your allocation over time, see How do I monitor my portfolio's asset allocation? and How do I rebalance my portfolio?

One open item: the topic still won't surface from "About managing my portfolio's asset allocation" unless you add it (or a link to it) in that parent's "What can I do?" list. That's a Confluence linking change on your end, not something I can do from here, so flag it when you paste this in.