Backfill Mutual Fund Performance with Oldest Share Class

Requested by Pat Doran at John Hancock - $144,000

Pat has a specific focus on Edward Jones. but he's having a bit of trouble using our platform in those conversations. Here's why:

Edward Jones' approved list contains the R6 share classes opposed to institutional. R6 shares haven't been around that long and Pat relies on the R6 data to backfill with the institutional share classes returns when using M*. It seems EJ is rather picky on this, which is why he brought it up.