Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When creating a new dynamic mutual fund field, assign the category and effect you want. The field can then be added to any performance analysis report (by adding it to the field rule). Alternatively you can create a new rule and report. When the report runs, PACE recognizes the field effect and display the appropriate value. See the following figure.

Dynamic Mutual Fund Returns Field

The previous figure shows an example of a dynamic field configured to display the highest price for a fund over a 1 year period. Note that the category is set to 'Price' and the effect is 'High Price'.

...