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Subject Author Date
Fund Name Change Dan Wenz 11-09-2006
Posted by Dan Wenz on November 9, 2006, 10:55 am
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 My Mosaic Mid Cap fund has had a name change to Madison Mosaic Mid Cap.
How would you folks handle that - just change the name to the new or is
it possible to have the name change to the new for all dates after the
change and the old before depending on what date to which I may want to
go back for whatever reason? Version is Q 2005 Basic Release R 6.

Posted by Dan Wenz on November 9, 2006, 11:04 am
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 Dan Wenz wrote:
> My Mosaic Mid Cap fund has had a name change to Madison Mosaic Mid Cap.
> How would you folks handle that - just change the name to the new or is
> it possible to have the name change to the new for all dates after the
> change and the old before depending on what date to which I may want to
> go back for whatever reason? Version is Q 2005 Basic Release R 6.

I just made a "corporate name change" and will leave it at that. Even
though I speecified the date of the change, the change was global,
affecting all dates in the past.

Posted by lfw on November 11, 2006, 2:20 pm
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Jumping in here since I have the same issue. If I try a "corporate name
change", Quicken comes back saying you can not change the name since there
is already an investment with that name.

An suggestions as to how to get around this?


Thanks


> Dan Wenz wrote:
>> My Mosaic Mid Cap fund has had a name change to Madison Mosaic Mid Cap.
>> How would you folks handle that - just change the name to the new or is
>> it possible to have the name change to the new for all dates after the
>> change and the old before depending on what date to which I may want to
>> go back for whatever reason? Version is Q 2005 Basic Release R 6.
>
> I just made a "corporate name change" and will leave it at that. Even
> though I speecified the date of the change, the change was global,
> affecting all dates in the past.



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