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Globe Portfolio

Frequently Asked Questions

How does the Fundlist work? How do I add funds and indexes to my Fundlist?

One of the most convenient features of globefund.com is the ability to set up a list of funds and indexes that interest you personally. These can be funds that you own or just funds that you are interested in following.

Instructions For Setting Up and Updating A Fundlist

1. Select Create/Update Fundlist from the globefund.com home page. This takes you to a screen where there is an option labelled Adding a fund to your Fundlist.

2. Select one of the fund companies from the pull-down list, and click Next.

3. On the next screen, you select the fund you want to add to your Fundlist from the pull-down list, and click Add to Fundlist.

If you want to add another fund from the same company, select another fund from the pull-down list and click Add to Fundlist.

To add a fund from another fund company, click Select another fund company, and repeat steps 2 and 3.

Another Way…

Another way to add funds to your Personal Fundlist is through the Fund Report. On a Fund Report, there is a column on the left side of the report that has a checkbox. If there is a check in the checkbox, it means the fund is part of your Fundlist.

To add a fund to your Fundlist, click in the checkbox to add a checkmark and then click Update Fundlist (a button found both at the top and bottom of the report). You must click Update Fundlist before scrolling to the next or previous page of the report.

Adding an Index to Your Fundlist

  1. Select Update Fundlist from the globefund.com home page. This takes you to a screen where there is an option labelled Adding an Index to your Fundlist.
  2. Select one of the indexes from the pull-down list, and click Add an Index to Fundlist.

Deleting A Fund From Your Fundlist

1. If you have a Fundlist, and you want to delete one or more of the funds in the list, select Create/Update Fundlist from the globefund.com home page. This takes you to a screen where there is an option labelled Deleting a fund from Your Fundlist.

2. Select the fund you want to delete from the pull-down list, and click Delete from Fundlist. Repeat this step to delete another fund from your Fundlist.

Another Way…

Another way to delete funds from your Fundlist is through the Fund Report. On a Fund Report, there is a column on the left side of the report that has a checkbox. If there is a check in the checkbox, it means the fund is part of your Fundlist.

To delete a fund from your Fundlist, click in the checkbox to remove a checkmark, and click Update Fundlist before scrolling to the next or previous page of the report.

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