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Retirement Portfolio Mutual Fund Type Net Asset Value Shares Total Value Fidelity Capital Appreciation Large Cap $25.14 1225 $30,796.50 Fidelity Contrafund Large Cap $55.32 1500
Retirement Portfolio | ||||
Mutual Fund | Type | Net Asset Value | Shares | Total Value |
Fidelity Capital Appreciation | Large Cap | $25.14 | 1225 | $30,796.50 |
Fidelity Contrafund | Large Cap | $55.32 | 1500 | $82,980.00 |
Fidelity Equity Income | Large Cap | $51.00 | 1400 | $71,400.00 |
Fidelity Export & Multinational | Large Cap | $19.11 | 600 | $11,466.00 |
Fidelity Strategic Large Cap Value | Large Cap | $12.68 | 1800 | $22,824.00 |
Fidelity Mid Cap Stock | Mid Cap | $22.38 | 600 | $13,428.00 |
Fidelity Value | Mid Cap | $69.92 | 850 | $59,432.00 |
Fidelity Small Cap Independence | Small Cap | $19.02 | 1000 | $19,020.00 |
Fidelity Low Priced Stock | Small Cap | $39.54 | 400 | $15,816.00 |
Fidelity Puritan | Blended | $19.87 | 1500 | $29,805.00 |
Fidelity Fidelity Fund | Blended | $30.44 | 675 | $20,547.00 |
Fidelity Mortgage Securities | Bond | $11.23 | 700 | $7,861.00 |
Fidelity Strategic Income | Bond | $10.59 | 400 | $4,236.00 |
$389,611.50 |
Please show excel steps!
Create a new worksheet in the Retirement Portfolio workbook. In this worksheet, add a list box form control to allow the user to select one of the mutual funds on the original worksheet, and display a summary of the net asset value, number of shares, and total value using the VLOOKUP function. (Hint: your list box should show the fund names, but you will need to modify the original spreadsheet to use VLOOKUP correctly!)Step by Step Solution
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