These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Wednesday, April 13, 2011

Mutual Fund Analyzer


Before returning to school for further education, I participated in my employers 401K plan, which offered several dozen different funds to choose from. I often found myself frustrated with the seemingly endless list of funds that I had to choose from. A common measure of overall mutual fund performance is to compare a particular mutual fund’s return with the S&P 500 index. With several thousand mutual funds to choose from, it can be a daunting task to go through each fund individually and determine whether or not the fund is right for you. As an investor, it is important to balance cost, risk and performance when choosing a mutual fund.

System Overview

To help assist me in this decision, I chose to build a model that will pull in mutual fund information based off of the user’s input of mutual fund ticker symbols. Once the data is pulled, the user can then customize his portfolio by selecting the funds that meet his criteria along with a desired investment amount. After the funds are selected, the user can then choose to maximize the portfolio’s return or minimize the portfolio’s risk simply by using the built in user forms.

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