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

David Nash has $100,000 to invest in a mutual fund.a. How many shares can he purchase in a no-load mutual fund whose net assetvalue (NAV) is $50 per share?b. How many shares can he purchase in a loaded mutual fund whoseNAV is $50 per share and that has a front-loaded sales charge of5 percent?

You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5 percent. The fund paid $2.00 per share in dividends during the year. If the fund's net asset value increased 15 percent during the year, what is the percent return for the year?

Last year your friend, who has not taken this investments class, invested $23 thousand into a fund with a 3.4% front-end load, a 1.5% annual expense ratio, and a NAV of $34.86 per share. The securities in the fund increased by 11.5 percent over the course of a year, and your friend sold the fund. What was your friend's rate of return on this investment? Enter answer in percents, accurate to two decimal places.

The Jeffersons want to start investing $600 monthly to achieve their stated short- and long-term objectives. Which of the following monthly investments is most appropriate for them at this time and why? Provide two pros for the investment allocation you selected and one con for each of the investment allocations you did not select.   $600 in a Roth IRA account for Jaylen, allocated as $300 in large cap domestic growth stocks, and $300 in an international growth fund $600 in a AAA-rated municipal bond fund $600 in a high yield, long-term bond fund $100 in a money market account, and $500 in a Roth IRA global balanced mutual fund

You invested $90,000 in a mutual fund at the beginning of the year when the NAV was $54.3. At the end of the year, the fund paid $.40 in short-term distributions and $.57 in long-term distributions. If the NAV of the fund at the end of the year was $63.94, what was your return for the year? (A negative value should be indicated by a minus sign. Do not round intermediate calculations. Enter your answer as a percent rounded to 2 decimal places.)

About a year ago, Eric Robertson bought some shares in the Diamond Mountain Mutual Fund. He bought the fund at $25.50 a share, and it now trades at $26.30. Last year, the fund paid dividends of $0.72 a share and had capital gains distributions of $2.50 a share. Assume that the mutual fund distributed the dividends and capital gains at the end of the year.   Using the approximate yield formula, what rate of return did Eric earn on his investment? Round the answer to two decimal places.  % Repeat the calculation using a handheld financial calculator. Round the answer to two decimal places.  % What rate of return would he have earned if the stock had risen to $30 a share? Round the answer to two decimal places.  %

K8.

You invested in the​ no-load Best Mutual Fund one year ago by purchasing 900 shares of the fund at the net asset value of ​$18.58 per share. The fund distributed dividends of ​$1.95 and capital gains of ​$1.98. Today, the NAV is ​$19.90. If Best was a load fund with a 3​% ​front-end load, what would be the​ HPR?

In the prospectus for the Brazos Aggressive Growth fund, the fee table indicates that the fund has a 12b-1 fee of 0.35 percent and an expense ratio of 1.55 percent that is collected once a year on December 1. Joan and Don Norwood have shares valued at $116,250 on December 1. What is the amount of the 12b-1 fee this year? What is the amount they will pay for expenses this year? Note: For all requirements, round answers to 2 decimal places.