The analysis was divided into school. Mutual funds in Excel?

Share. Analysis for the fund. I try to extract as Excel to create. Although the point difference between Class A and Class C. Funds rate. Specific interest. Floor is next. A burden and lower costs. Top. Class C with load but not high value. Annual costs will be a load-Class. A-Class ration costs A-Class C-ration. Costs of investment return. Formula should be created until the number of years. Class cost more money to Class B uses. Interest rate set. I. To do mathematics by computer. Graphing calculator, but algebra skills. My bad enough to pull down. In Excel formulas. My formula is (1 – load the page. End) (1 – cost of Class A + returns. Investment) ^ X = (1 – cost Class B + returns. Investment) ^ X I would like above. Than the formula for X. I edit. Want it to be in Excel. Changes in interest rates. And fund information quickly.

I think your formula out. Slightly. Should: Inv = investment amount. Dollars in Al = Class percent. Load ax = Class Percentage costs. IR = percentage return on investment. BX = Class B charge of X = percent. Years [Inv - (Inv * Al)] * [1 ax + IR] ^ X = Inv * [1-BX + IR] ^ X *****************. ************************** NOTE … I edit. Just this algebraically. Excel formula is = (LN (Inv. (Inv * Al)) LN (Inv)) / (LN (1-BX + IR) – LN (1 ax + IR)) that is ln. LN is the natural logarithm formula. And other variables that match. Listed above. ************************************. ************ If you want to target – like. Troubleshooting steps are. This … Step 1: Enter all the variables. A step separate cells. 2: setting of the formula. In each separate cell. (A) So. … [Inv - (Inv * Al)] * [1 ax + IR] ^ X in the cell. (B) Inv * [1-BX + IR] ^ X in step cells. Other 3: Insert formula in separate cells. In Split Step 2 (a) the stage. Episode 2 (b) step. 4: Go to the menu. Tools and select "Goal for …" Step 5: In. You will see a dialog location. For "cell" Set. Put on. Cells from step 3. "Printing. Value "box number" 1 ". In" when. Change box, click "from the cell. Step 1 variable that you entered. X. viola …. Excel solves the problem for. You. I will solve the problem algebraically later. Now it should be. You will.

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