{"text_format":"1","workbook":"xlsx","n_sheets":7,"sheets":["Introduction","Dashboard","General","Performance","Risk","Tax","SummaryTemplate"],"not_rendered":{"charts":0,"images":0,"macros":1,"external_links":0,"defined_names":24,"comments":0,"pivot_tables":0},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"Introduction","index":0,"n_rows":33,"n_cols":5,"rows_kept":33,"cut":false,"hidden":false,"merged":[[25,1,25,8],[15,1,15,8],[24,1,24,8],[1,1,1,8],[3,1,3,8],[16,1,23,8],[6,1,8,8],[11,1,14,8]]}
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[null,"Teaching Tool XX - Mutual Fund Evaluation Spreadsheet"]
[null,null,null,null,"2012-04-09"]
[null,"Personal Finance: Another Perspective"]
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[null,"Purpose:"]
[null,"The purpose of this spreadsheet is to give an Excel template for evaluating the performance of a mutual fund(s) over a period of time historically from today's date given the ticker symbol of the fund(s) to be analyzed."]
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[null,"Description, Usage Notes, and Special Thanks"]
[null,"This spreadsheet uses VBA code to connect via the internet to Morningstar.com from which fund data is gathered and returned.  The tool only works on PCs and requires Internet Explorer and an active internet connection to run.  Time required to gather fund data is dependent on internet connection speed.  "]
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[null,"To use the tool, input the name of a fund(s) ticker into the range E11:E34.  Check the box to the right of the fund ticker for the fund(s) for which you would like to obtain data.  Next, select the general, performance, risk, and (or) tax characteristics that you would like to have retreived for the fund.  When you are ready to retreive fund data, select the 'Morningstar' tab on the Ribbon, and select the 'Get Fund Data' button.  Following the completion of the data collection, select one of the two report button options from the Morningstar Ribbon: Fund Summaries or Comparative Report.  A new tab or set of tabs will be created with data for the fund(s) of interest."]
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[null,"Special thanks to Aaron Ball for developing this spreadsheet."]
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[null,"Disclosure:"]
[null,"The purpose of this spreadsheet and this class is to help you get your financial house in"]
[null,"order and to help you on your road to financial self-reliance.  If there are mistakes in this "]
[null,"spreadsheet, please bring them to our attention and we will correct them in upcoming "]
[null,"versions.  The teacher, and BYU, specifically disclaim any liability, or responsibility for "]
[null,"claims, loss, or risk incurred, directly or indirectly, from using this material."]

{"sheet":"Dashboard","index":1,"n_rows":35,"n_cols":15,"rows_kept":35,"cut":false,"hidden":false,"merged":[[5,3,7,14],[2,3,3,14]]}
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[null,null,null,"Teaching Tool XX: Mutual Fund Evaluation Spreadsheet"]
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[null,null,null,"Directions: Supply the ticker for fund(s) of interst.  Check box for fund(s) for which to retreive data.  Choose characteristics of interest to retreive from Morningstar.com.  Select \"Get Fund Data' from 'Morningstar' tab in Ribbon.  Finally, select a report type."]
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[null,null,null,null,"Fund(s)",null,null,null,null,null,"Characteristics of Interest"]
[]
[null,null,null,false,"DFIGX",null,null,null,null,null,"General"]
[null,null,null,true,"VBMFX",null,null,null,null,false,"Yield",true,"Fee Level",false,"52 Wk Rng"]
[null,null,null,true,"VIMSX",null,null,null,null,true,"Load",true,"Turnover",true,"Category"]
[null,null,null,false,"SWPPX",null,null,null,null,true,"Total Assets",true,"Status",true,"Style"]
[null,null,null,false,"VIGRX",null,null,null,null,true,"Expense Ratio",true,"Min Investment"]
[null,null,null,true,"VFINX"]
[null,null,null,false,"NAESX",null,null,null,null,null,"Performance",null,"Time Period"]
[null,null,null,false,"NMSCX",null,null,null,null,true,"Fund",false,"1-Day",true,"1-Year"]
[null,null,null,false,"VGTSX",null,null,null,null,true,"Benchmark",false,"1-Week",true,"3-Year"]
[null,null,null,true,"SWISX",null,null,null,null,true,"Category",false,"1-Month",true,"5-Year"]
[null,null,null,true,"VGSIX",null,null,null,null,true,"% Rank",true,"3-Month",true,"10-Year"]
[null,null,null,false,"SFENX",null,null,null,null,null,null,false,"YTD",true,"15-Year"]
[null,null,null,false,"NEWFX"]
[null,null,null,false,null,null,null,null,null,null,"Risk",null,"Metric"]
[null,null,null,false,null,null,null,null,null,true,"Best Fit Index",true,"Alpha",true,"Sharpe"]
[null,null,null,false,null,null,null,null,null,true,"Standard Index",true,"Treynor",true,"Sortino"]
[null,null,null,null,null,null,null,null,null,true,"Category"]
[null,null,null,false]
[null,null,null,false,null,null,null,null,null,null,"Tax",null,"Time Period"]
[null,null,null,false,null,null,null,null,null,true,"Pretax Return",false,"1-Mo",true,"3-Yr"]
[null,null,null,false,null,null,null,null,null,true,"Tax Adjusted Return",true,"3-Mo",true,"5-Yr"]
[null,null,null,false,null,null,null,null,null,true,"% Rank",false,"6-Mo",true,"10-Yr"]
[null,null,null,false,null,null,null,null,null,true,"Tax Cost Ratio",false,"YTD",true,"15-Yr"]
[null,null,null,false,null,null,null,null,null,null,null,true,"1-Yr",false,"Since Incpt"]

{"sheet":"General","index":2,"n_rows":1,"n_cols":12,"rows_kept":1,"cut":false,"hidden":true,"merged":[]}
["Fund","Yield","Load","Total Assets","Expense Ratio","Fee Level","Turnover","Status","Min Investment","52 Week Range","Category","Style"]

{"sheet":"Performance","index":3,"n_rows":1,"n_cols":11,"rows_kept":1,"cut":false,"hidden":true,"merged":[]}
["Total Return %","1-Day","1-Wk","1-Mo","3-Mo","YTD","1-Yr","3-Yr","5-Yr","10-Yr","15-Yr"]

{"sheet":"Risk","index":4,"n_rows":0,"n_cols":0,"rows_kept":0,"cut":false,"hidden":true,"merged":[]}

{"sheet":"Tax","index":5,"n_rows":0,"n_cols":0,"rows_kept":0,"cut":false,"hidden":true,"merged":[]}

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[null,null,"FUND April 9, 2012"]
[null,null,"http://quote.morningstar.com/Fund/f.aspx?t=FUND"]
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[null,null,"General Charateristics"]
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[null,null,"Performance Charateristics"]
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[null,null,"Risk Charateristics (3 Year Trailing)"]
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[null,null,"Tax Charateristics"]