help identifying similar items with unknown number of rows

Copper Contributor

Hi community.   I am trying to think through a sorting problem.   The end goal is to have it select which mutual fund has the lowest expense within the same fund but different share classes. 
The data is:

Mutual Fund family | Fund name | Share Class | Broad Asset Class | Category | Style | Expense Ratio

 

Typically the only two unique things about a fund are the expense ratio, name and share class.  If its the same fund, the Family, asset class, category and style will be the same.

 

One issue, the names of fund name are not identical, though they're the same fund.   Second, is sometimes there are two same funds, others up to 7 same funds.   Thus it must identify they're the same, then choose the lowest share class of the right sized group.    Generally the choose part is easy, but the identify the range to search has proven difficult for me to determine how to code.   Any ideas would be welcome.  

 

 

0 Replies