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For more information, refer to Performing Business Calendar Checks and Annualizing Returns.
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When you set the inception date check to a value of Check inception date (ON) or a value of Do not check inception date (OFF), the system uses the following logic. This logic varies depending whether you use the INCEPTION_DATE column in the RULES.ENTITY table or you use another date field from the RULES.ENTITY table as the inception date. Note how the system applies the inception date check to a fund's benchmark.
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