limit NAV dollar amount percentage

Q: Can we set the limits to be based on a dollar amount rather than a percentage value?  Can I use both?

A: Yes, you can with enter a percentage, e.g. 5%, or you can enter a specific dollar amount, e.g. 20MM.

You can use the exception-processing capability to enter both types of values. For a given fund/rule, in the field where you would usually type "5%", you can add a list of comma-delimited issuer IDs and amounts. For example,
    DEFAULT=5%, 07734X=20MM, 13574E=15MM

Last updated: 04/28/05