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Excel cannot find these Canadian Mutual Funds using the Stock datatype

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  1. #1
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    Excel cannot find these Canadian Mutual Funds using the Stock datatype

    The Stock data type in Excel is amazing, however, it's often a hit and miss when trying to use it with Canadian mutual funds or ETFs.

    These were recognized just by entering their symbol name:

    [CIG2359]   CI Alternative Diversified Opportunities Fund A
    [FID231]    Fidelity Canadian Large Cap Fund Series B - FE
    [MFC4768]   Mackenzie Unconstrained Fixed Income Fund SC - FE
    [RBF270]    RBC Bond Fund Series A - NL
    But with these, it didn't work!

    [CIG11112]  CI Canadian Dividend Fund Class A
    [MFC4732]   Mackenzie US Dividend Fund Series A - FE
    [MMF4529]   Manulife Dividend Income Fund Advisor Ser - E3 FE
    [SUN104]    Sun Life MFS International Value Fund A - FE
    [TDB2581]   TD Tactical Monthly Income Fund Adv-ISC
    I tried:
    • Entering the ticker
    • Entering the fund name
    • Finding similar funds that Excel detects and changing them to match the new fund. This has been somewhat successful, but far from perfect.
    • Entering multiple names found when Googling the ticker.
    • Googling "Refinitiv" that seems to be the provider for Excel's stock data...


    I would love to find a way that "always works" when I need to enter new funds.

    Any help?

    Thanks!
    Last edited by spimcom; 05-28-2023 at 07:11 PM.

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