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When you add an ETF or fund, Allocait files it under an asset class from the fund’s name and type. The class decides which allocation band the holding counts toward.

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How a fund is filed

  • A bond fund goes under Fixed Income.
  • An oil or other commodity fund goes under Commodities.
  • A currency fund goes under Currencies.
  • A multi-asset or target-date fund goes under Other.
  • A Bitcoin ETF goes under Crypto, and an ETF that holds gold goes under Currencies. These name rules apply to ETFs, not mutual funds.
  • A fund that holds the companies in an industry, such as a gold miners fund, goes under Equities.
If the name doesn’t say, the fund goes under Equities.

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If a fund lands in the wrong class

The name can mislead. If a holding lands in a class you don’t want, change it on the Positions page.

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Next steps