If there were a 3​% load on this​ fund, what would your rate of return​ be?

Q: Ten years after purchasing shares in a mutual fund for $7600, the shares are sold for 11,900. What…

A: The rate of return refers to the minimum return to be earned over an investment by the investors in…

Q: A year​ ago, an investor bought 400 shares of a mutual fund at ​$7.52 per share. This​ year, the…

A: Given: Particulars Amount Number of shares 400 Price per share $7.52 Dividend $0.77…

Q: In the prospectus for the Brazos Aggressive Growth fund, the fee table indicates that the fund has a…

A: The objective of the question is to calculate the amount of the 12b-1 fee and the total expenses…

Q: Compute the total and annual returns on the following investment. Seventeen years after purchasing…

A: The total return of a mutual fund is the return it provides over the total period of the…

Q: You purchased 1,900 shares of the New Fund at a price of $15 per share at the beginning of the year.…

A: Total number of share=1,900 Price per share=$15 Expenses ratio=2.1% Increase in value during the…

Q: What were the proceeds from your sale of the 60 shares

A: Net asset value shows the market value of a mutual fund's assets per share. The total value of all…

Q: Assume that one year ago you bought 200 shares of a mutual fund for $20 per share, you received a…

A: Percent of total return will be Calculated by following formula:-Percent of total return =

Q: You invested money in two funds. Last​ year, the first fund paid a dividend of​ 9% and the second a…

A: As per Bartleby honor code, when multiple questions are aksed, the expert is required only to solve…

Q: Stan invested in the Great Growth mutual fund 5 years ago. His returns were 50%, -20%, 10%, 0% and…

A: The Geometric Average Return is a rate of return that is calculated by taking the product of all…

Q: Suppose you invest $8,000 in a mutual fund in one year and $9,500 in two years. If the fund pays 7%…

A: Investment The process of investing money in financial assets in order to get a return is called…

Q: Assume that one year ago you bought 200 shares of a mutual fund for $20 per share, you received a…

A: Solution:Percentage of total return means the percentage of total return earned by the investor over…

Q: I bought 750 shared for $20.75 a share. At the end of the year I received income dividends of…

A: Individuals, companies, and firms all make investments for the return for a specific time period,…

Q: ↑ Sixteen years after purchasing shares in a mutual fund for $6000, the shares are sold for $11,100.…

A: Initial investment = $6,000Final sales price =  $11,100Number of years = 16 years

Q: A good stockdash–based mutual fund should earn at least 5% per year over a long period of time.…

A: Future value refers to the compounded value of the future cash flow.

Q: You invest $100,000 in a hedge fund with a 2/20 fee structure. For the next 3 years, the hedge fund…

A: A hedge fund is a particular kind of investment fund that collects money from numerous investors and…

Q: Elise is adapting the cost averaging in investment. He decided to invest in a mutual fund for 6…

A: In the given problem we need to compute the price of mutual fund units every month, then basis that…

Q: Twelve months ago you purchases shares of a no-load mutual fund for $22.25 per share.  The fund…

A: Purchase price = $22.25 per shareCash dividends = $0.90 per shareCapital gains = $1.25 per shareNet…

Q: that he exits the investment at the current offer price of $8.50 and a NAV $8.70 per unit? Select…

A: NAV is net asset value and is small unit of mutual funds that are available in the market for buying…

Q: Only on Excel. You purchased $10,000 worth of Chan’s Midcap Value Fund at $23.5 NAV. The fund is a…

A: The rate of return is the percentage of gain or loss one gets from the investment made. This gain…

Q: portfolio value). The fund's fee structure has a high watermark feature. What are the total fees you…

A: A hedge fund is a type of investment fund that pools money from multiple investors and employs…

Q: assume that one year ago you bought 140 shares of mutual fund for $20 per share you receive the…

A: Data given: Purchase price (P0)=$20 per share Capital gain distribution (D)= 0.65 per share Current…

Q: You invest $100,000 in a hedge fund with a 2/20 fee structure. For the next 3 years, the hedge fund…

A: Hedge funds are often managed by qualified portfolio managers or investment advisors who employ a…

Q: A closed- end fund has total assets of $397,000,000 and liabilities of $640,000. There are 13…

A: Net Asset Value(NAV)== $ 396,360,000/ $ 36,000,000= 11.01Premium / Discount Percentage=-10.54%i.e.…

Q: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,100shares of the…

A: Solution:- Compound rate of return means the annual rate of return earned. We know, amount at…

Q: Suppose you invest $500 in a mutual fund today and $600 in one year. If the fund pays 9% annually,…

A: The future value is the amount that will be received at the end of a certain period. In simple…

Q: Compute the total and annual returns on the following investmen Six years after purchasing shares in…

A: Initial value=$7,800 Final value of investment=$11,400 Time period=6years Required: Total return=?…

Q: Cognana fund has 9.8 million shares outstanding. The fund’s portfolio is now valued at $500 million,…

A: Net asset value of a fund is popularly called as NAV. It is the per unit market value of all the…

Q: You put $6,500 into a Roth IRA and invest everything in a corporate bond fund. The fund has an…

A: To determine the after-tax future value of the investment in 20 years, we must take the following…

Q: A stock broker is required to keep $100,000 in low risk funds. He splits the money between a fund…

A: The investor may invest in various assets to diversify the risk and another reason for…

Q: You purchase 100 shares of a no-load mutual fund for $100 per share and sold the shares for $120 per…

A: Percentage return on the investment is the rate of return on the investment. Following is the…

Q: The All-State Mutual Fund has the following 5-year record of performance: Find this no-load fund's…

A: NAV is the smallest unit of mutual fund in which trading is done and there are dividends and capital…

Q: Over the past 3 years, your stock fund earned returns of 10%, -8%, and 12%.  If you initially put…

A: Solution:- When an amount is invested somewhere, it earns interest on it. The amount invested…

Q: Consider a no-load mutual fund with $100 million in assets, 10 million in debt, and 10 million…

A: Total assets at the start of year=$100 millionDebt in beginning=$10 millionTotal assets at the end…

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,400 shares of the…

A: Number of shares purchased = 1,400Net asset value per share = $18.99Number of shares sold =…

Q: A year ago, an investor bought 600 shares of a mutual fund at $7.68 per share. This year, the fund…

A: a. Number of shares purchased = 600 Beginning value = $7.68 Dividend paid = $0.79 per shareCapital…

Q: You put $6,500 into a Roth IRA and invest everything in a corporate bond fund. The fund has an…

A: n=20 r=8.5-1.5=7/100=0.07 Present value=6500

Q: A year ago, an investor bought 100 shares of a mutual fund at $7.50 per share. This year, the fund…

A: No. of Shares Purchased=100 shares The purchase price per share = $7.50 The dividend per share…

Q: None

A: Step 1:To determine how many points a Pro-Advisor earns for passing the QuickBooks Online…

Q: 1. You've invested $1,000 in a mutual fund with a 5% front-end load, an expense ratio of 1% and a…

A: Investment amount = $ 1,000Expense ratio = 1%Front end load = 5%Back end load = 5%Annual Return = 8%

Q: Mean annual return (to 3 decimals) Stivers % Trippi %

A: First I'm going to list the formulas and then solve them in excel. We can determine the annual…

Q: Last year, Melissa purchased a closed-end mutual fund that was trading at $33 and had a NAV of $30.…

A: The holding period of return is calculated with the help of following formula  Holding Period Return…

Q: Roger Inves value of his holdings was $1,700, and he calculated that his investment had grown 3.8%…

A: Growth rate is to be computed by taking the difference between the values in beginning and ending of…

Q: You invested in the no load Best Mutual Fund one year ago by purchasing 1,000 shares of the fund at…

A: Holding period return (HPR) is the return earned by the company by holding a security for a long…