Page Comparison

...

1. In the Dynamic Mutual Fund Returns field, under Effect, set Category to SRRI and Effect to VaR Volatility.
2. Select the appropriate parameters in the Return Type and Processing Options areas.
3. Under Period Options, click the link, select the I would like to link returns using the Date Rule option, click Select the Date Rule, and then choose a Date Rule to determine the end date of the calculation, based on the effective date in the report profile.
   For more information, see Define a Date Rule for SRRI Reporting.
4. Click the Advanced button, and then click the SRRI tab.
   You see the SRRI tab.
5. Specify the SRRI options for the field.
   For more information, see Select Options in SRRI Tab.
6. Continue setting up the field using the tabs you can access after you click the Advanced button.
   Based on the options you selected in the Return Type and Processing Options areas, specify the appropriate information about distributions, reinvestments, conversion, expenses, and/or waivers. Specify the Benchmark Definition to use for backfilling returns history in the SRRI tab.
7. Click OK.

...