PDA

View Full Version : Using Excel Solver



bopha99
07-17-2013, 03:07 PM
I have different mutual funds with different percentages that add up to 100 that are allocated to different classes. For instance, I have a mutual fund that is 25% US large cap and 75% fixed income. I have another mutual fund that is 10% fixed income and 90% large cap. I want to use these 2 funds to create a portfolio that is allocated 50% large cap and 50% fixed income. How can I use the excel solver function to optimize the amount of each mutual fund to use to come up with a 50/50 portfolio?