I am using Morningstar Instant X-ray to analyze our portfolio and wonder what to use for our Stable Value fund that does not have a ticker. In the past I have just used CASH$ (but in my mind cash is anything that is insured and SV is not), and once I used a Vanguard Short-term bond index fund when it was paying more than what it is now. Our SV is paying 2.35% for the 3rd quarter.
Would love opinions on how you classify your Stable Value fund in the fixed income portion of your portfolio! Thanks.
Would love opinions on how you classify your Stable Value fund in the fixed income portion of your portfolio! Thanks.