How do I change expected returns for many investments at once?

Open ACCOUNTS and INVESTMENTS and select Change expected rates of return for all investments by their asset classes. The same tool is available for a single account from its investments page.

Enter the expected rates for each asset class. Capital appreciation and dividends have separate fields for equities. The tool uses each holding’s allocation to calculate its rates, so first correct any fund that has been assigned to the wrong asset classes.

Choose whether to apply the rates to existing investments or just save the defaults for investments entered later. Applying them replaces the affected current return assumptions. The option to set risk automatically also replaces those risk inputs. Capital distribution and return-of-capital yields are retained because they are specific to the investment.

To protect a particular investment from this tool, edit the investment and select its opt-out checkbox. That setting also excludes it from switching to long-term rates. After applying the tool, review a few holdings, especially mixed funds, to confirm the assumptions match what you intended.