
BTTRX American Century Target Mat 2025 Inv lost 2.58% last week, more than any other fund I track. Real Estate and a broad based commodity fund I bought, DJP iPath Dow Jones-AIG Commodity Idx TR ETN also lost money.

An exploration of Mutual Fund Investing, tracking hypothetical portfolios and comparing Managed Funds, Index Funds and ETFs and other random thoughts about saving, investing, and managing money.


Up until August of this year, Morningstar had my original cost at 50,000, the original amount I hypothetically invested in each portfolio. I just noticed that the "Original Cost" has been rising. I wonder if Morningstar is now adding reinvested dividends to the original cost column. That is how one should calculate the basis for non-retirement investmens, but it kinda sucks that Morningstar changed how their portfolio tracker behaves without communicating with its customers...