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Old 12-09-2003, 01:28 PM
Cal Learner-- MVP
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Default Re: Mutual funds merging with other mutual funds

In microsoft.public.money, Rod wrote:

- quote -

> In Money 2000 Deluxe, how do you record when a mutual fund
> company combines with another mutual fund? I had 200
> shares of fund a, which was combined with fund b, and I
> ended up with 300 shares of fund b. However, there is no
> exchange available in the investment options for mutual
> funds.


1. Do a 3 for 2 split of X.
2. In the investment details, change the symbol of X to the symbol
for Y.
3. Change the investment name of X to Y.
4. Add a brief comment to the investment to explain the change.

If the ratio is not actually as simple as 3 for 2, post the actual
ratio. I can easily find the best integers (1 ... 65535) to enter
for the split.
  #-1  
Old 12-09-2003, 03:59 AM
Rod
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Default Mutual funds merging with other mutual funds

In Money 2000 Deluxe, how do you record when a mutual fund
company combines with another mutual fund? I had 200
shares of fund a, which was combined with fund b, and I
ended up with 300 shares of fund b. However, there is no
exchange available in the investment options for mutual
funds.
 

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funds, merging, mutual
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