Personal Capital and FTIPX (Fidelity Total International Index Premium) Cash Allocation

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GeraniumLover
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Joined: Mon Feb 22, 2016 3:39 pm

Personal Capital and FTIPX (Fidelity Total International Index Premium) Cash Allocation

Post by GeraniumLover » Thu Jun 21, 2018 7:55 pm

I'm not sure how I feel about this, but figured others might like to know. As of the last few days, Personal Capital's Allocation tool was showing that FTIPX (Fidelity Total International Index Premium) had a 17.9% cash allocation, even though Fidelity showed it as having a 0.6% cash allocation. Since I own a lot of FTIPX, Personal Capital was showing I was quite a bit under-invested in International relative to my target. When I reported this to Personal Capital, I received the following response:

"I refreshed the allocation information for FTIPX and it is now showing a lower cash position."

I would have hoped this would happen automatically and not require a specific request. On the plus side, the Personal Capital Allocation tool is now showing I am appropriately invested in International according to my ISP.

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