How do I update asset classes?
With Quicken you can go online and automatically assign asset classes to stocks and mutual funds. This saves the time of manually assigning them, makes sure they are accurate, and keeps them up to date.
Why get asset classes more than once?
The mix of asset classes held by a mutual fund can change quite a bit over time.
The asset classes of stocks or bonds typically don't change, although domestic Large Cap stocks can sometimes be reclassified as Small Cap stocks, and vise versa.
Common questions about downloading asset classes. 