Fund Targets Tab

The Fund Targets tab lists the accounts that are configured for Asset Rebalancing for the selected Fund, along with the percentage or fixed target for each account. You can enter or edit the targets for the Fund directly on this tab.

Note: The Asset Management tab in the Funds module is identical to this tab. However, the tab is only available when selected in System Options. See System Options – Funds.

Fund Targets Tab

To see a description of the options on this tab, see Asset Management Tab.