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  • Fund 1 is 6.25%. The system calculates this value using prices for the fund's primary benchmark, Index 1, even though Index 1 is not part of the report profile.
  • Fund 2 is 3.25%. The system calculates this value using prices for the fund's primary benchmark, Index 2.


Sample report for benchmark relative return fieldImage RemovedSample report for benchmark relative return fieldImage Added

How the Report's Use Entity History Setting Affects Processing

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