Over a four-year period, LaKeisha Thompson purchased shares in the Oakmark Investor Class Fund. Using dollar cost averaging, calculate the number of shares before completing this problem. (Round your answers to the nearest whole number.)   Year    Investment Amount    Price per Share    Number of Shares February 2017    $1,400                     $53.00     February 2018    $1,400                     $ 34.00     February 2019    $1,400                     $47.40     February 2020    $1,400                      $55.00         a. At the end of four years, what is the total amount invested?       b. At the end of four years, what is the total number of shares purchased? (Round your intermediate calculations and final answer to the nearest whole number.)       c. At the end of four years, what is the average cost for each share? (Round

1. A mutual fund has an offer price of $7.82 per share and a net asset value of $7.41. What is the sales charge percent? (Round to the nearest tenth.) A. 5.2% B. 5.5%     C. 6.5% D. 94.8%   2. If Tanya's husband were to die, she and her children could live on $64,400 per year. Tanya makes $35,100 annually, and estimates additional income of $21,500 from other sources. How much insurance should she purchase on her husband to cover the shortfall, assuming a 16.7% prevailing interest rate? (Round your answer to the nearest $1,000.) A. $40,000 B. $42,000     C. $47,000 D. $48,000

Analysts' estimates on expected returns from equity investments are based on several factors. These estimations also often include subjective and judgmental factors, because different analysts interpret data in different ways Suppose, based on the earnings consensus of stock analysts, Gregory expects a return of 13.54% from the portfolio with the new weights. Does he think that the required return as compared to expected returns is undervalued, overvalued, or fairly valued? O Undervalued Overvalued O Fairly valued Suppose instead of replacing Atteric Inc.'s stock with Baque Co.'s stock, Gregory considers replacing Atteric Inc.'s stock with the equal dollar allocation to shares of Company X's stock that has a higher beta than Atteric Inc. If everything else remains constant, the required return from the portfolio would increase

You own 350 shares of Maslyn Tours stock that sells for $52.48 per share. If the stock has a dividend yield of 2.4 percent, how much do you expect to receive next year in dividend income from this investment?   Multiple Choice   $468.38   $489.81   $429.35   $455.53   $440.83

Estimating Returns. Hunter invested $8,200 in shares of a load mutual fund. The load of the fund is 7%. When Hunter purchased the shares, the NAV per share was $81. A year later, Hunter sold the shares at a NAV of $78 per share. What is Hunter's return from selling his shares in the mutual fund? Hunter's return from selling his shares in the mutual fund is -4.65 %. (Round to two decimal places and include a negative sign where appropriate.)

Ariel holds a $5,000 portfolio that consists of four stocks. Her investment in each stock, as well as each stock’s beta, is listed in the following table: Stock Investment Beta Standard Deviation Perpetualcold Refrigeration Co. (PRC) $1,750 1.00 15.00% Tobotics Inc. (TI) $1,000 1.50 11.00% Three Waters Co. (TWC) $750 1.10 20.00% Mainway Toys Co. (MTC) $1,500 0.50 22.50%   Suppose all stocks in Ariel’s portfolio were equally weighted. Which of these stocks would contribute the least market risk to the portfolio? Mainway Toys Co. Tobotics Inc. Three Waters Co. Perpetualcold Refrigeration Co.     Suppose all stocks in the portfolio were equally weighted. Which of these stocks would have the least amount of stand-alone risk? Perpetualcold Refrigeration Co. Tobotics Inc. Three Waters Co. Mainway Toys Co.       If the risk-free rate is 7% and the market risk premium is 8.5%, what is Ariel’s portfolio’s beta and required return? Fill in…

Compute the total and annual returns on the described investment. Six years after buying 200 shares of XYZ stock for $40 per share, you sell the stock for $12,300. The total return is %. (Do not round until the final answer. Then round to one decimal place as needed.)

You are 22 years old and you want to have $1 million in your retirement account at age 50. How much money do you need to invest each year (to the nearest $100), if you can get an 8% annual rate of return on mutual funds that invest in S&P 500 stocks? OA $35,700 OB.$10,500 OC. $15,600 O D. $20,600 Reset Selection

You purchased 1,000 shares of a mutual fund at an offer price of $13.28 per share. Several months later you sold the shares for $14.62 per share. During the time you owned the shares, the fund paid a dividend of $0.69 per share. What was your return on investment? Round to the nearest tenth. %