In microsoft.public.money, Rob wrote:

- quote -

It is not trivial, but not as hard as it first appears. A few
minutes should do it.

In the details, remove the symbol, and rename the existing "stock"
to something you will never use. Let's suppose you choose zzzz.

Create a new mutual fund with the correct name and symbol.

Go back to investment zzzz and choose View: Investment Details.

Change each transaction to the fund using the drop-down list. My
inclination would be to try starting with the oldest transaction,
but I am not sure that starting with the newest wouldn't be better.
Perhaps we can have discussion on the merits. What I am worried
about is the allocation of lots for Sells.

In any case, keep going until there are no more zzzz transactions
remaining. At that point you can "delete" zzzz.

Myrna Larson suggests "To avoid problems with sells, you can
simply enter a bogus initial transaction with enough shares to
cover all subsequent sales. You should then be able to move the
transactions in any order you like. After all transactions have
been moved, delete the dummy entry."

Money 2004 Deluxe believes one of my mutual funds is a
single stock. How do I change the type of investment so
that the fund will be correctly identified as such? I do
not find any area in the program to do so.