Fund Name Change

Nov 09, 2006 2 Replies

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.

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

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