Show 

Select Target Fund Dialog Box

Find by Name

  1. Click Name.

  2. Click Begins with to type the first few letters of the fund name

-OR-

Click Contains (min 4) and type at least four letters contained within the fund name. (For example, you could type gold to find all the funds with the word ‘gold’ in their titles.)

  1. Click Go. The results of the search appear in the Available Records/Total records box.

  2. Select the target fund, then click OK.

Find by Ticker

  1. Click Ticker.

  2. Type the ticker symbol in the box provided, then click Go. The matching fund will appear in the Available Records/Total records box.

  3. Highlight the target fund, then click OK.