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Unit Values Table

The Tables option on the Main menu provides access to the Unit Value screen. This screen displays the unit values for a specific fund over a defined course of time.

Company Name: The name of the company.
Plan Group: The group multiple plans are placed in for organizational purposes. The Plan Group field is only visible if Plan Groups are turned on.
Plan: This is the brand name of the company’s proprietary product.
Fund: The fund containing the values.
Start Date: This field determines the first date used to search for the fund values and net asset values.
End Date: This field determines the last date used to search for the fund values and net asset values.

Unit Values Screen with Table Menu and Option Highlighted

Unit Value Screen with Plan Group Functionality Turned Off