Think a simple vlookup should do work fine

Source data assumed in Sheet1, cols A & B

In Sheet2,
Place in B1:
=IF(A1="","",VLOOKUP(A1,Sheet1!A:B,2,0))
Copy down as far as required

If the above vlookup doesn't match/return 100%, that means you've got a data
consistency issue in the fund names in Sheet1/2's col A - ie they don't
exactly match

If so, you could try this fuzzy, heavier duty index/match ..
Place instead in B1, array-enter the formula by pressing CTRL+SHIFT+ENTER:
=IF(A1="","",INDEX(Sheet1!$B$1:$B$100,MATCH(TRUE,I SNUMBER(SEARCH(A1,Sheet1!$A$1:$A$100)),0)))
Copy down as far as required. Adapt the ranges to suit.
--
Max
Singapore
http://savefile.com/projects/236895
xdemechanik
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"Fundman" wrote:
Unfortunately, this did not totally answer the question.

The formula for Sheet2 Col B Rows1-3, needs to look at 2 variables. First,
it has to recognize the "Cell-Fund B in Sheet2 Col A". It then has to look to
match this text to a cell in "Sheet1 Col A" (in this case, the row 2). Once
it finds that match, it needs to insert the result "medium" in Sheet2,
ColumnB, Row 1. Once you suggest the formula, we confirm that it would be
copied and pasted down.