Manage Fixed Fund Distributions
- Tom Fahey (Unlicensed)
- Nancy Cohn (Deactivated)
Owned by Tom Fahey (Unlicensed)
Fixed funds distribute using a constant rate over a definite period of time. You can base the distributions on outstanding or settled shares. The system stores the fixed rates by fund, class, and effective date in the Fixed Rate Distribution tables, and posts the distribution based on the shares election and stored rates.
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