over a four-year period, matt purchased shares in the barreau du quebec canadian equity fund. using the following information, answer the following questions. year investment amount price per share 2004 $3,000 $40 per share 2005 $3,000 $50 per share 2006 $3,000 $60 per share 2007 $3,000 $45 per share a at the end of four years, what is the total amount invested? what is the total number of mutual fund shares, and the aqverage cost of each mutual fund shares?

Q: Emma holds a $5,000 portfolio that consists of four stocks. Her investment in each stock, as well as…

A: THERE ARE 3 MCQS ANSWERS WILL BE PROVIDED ONE BY ONE.

Q: A mutual fund sold $158 million of assets during the year and purchased $132 million in assets. If…

A: A fund's turnover rate is a financial term that indicates how often it purchases and sells assets in…

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

A: Total Return = (Final value - Initial Value) / Initial Value

Q: If $7,000 had been invested in a certain investment fund on September 30, 2008, it would have been…

A: Invested Amount = $7,000 Investment Date = September 30, 2008 Maturity Date = September 30, 2018…

Q: An investor bought 10 years ago 10 shares of stock at $65/per share. For the first 5 years, he…

A: Rate of return = (P1 - P0 + D)/P0 Where , P1 = Selling Price P0 = Purchase Price  D = Dividends

Q: You purchased 500 shares of The New Century Fund at NAV of $23.56 last year. The fund distributed…

A: Given,Current NAV = $23.56 Dividends Distributed = $4.35adjusted closing price of your purchase =…

Q: Two years ago, Lizzy Martinez, from Atlanta, GA, invested $1,000 by buying 125 shares (8$ per share…

A: Given information: NAV per share is $8 NAV is raised from $8 to $13 Number of shares sold is 60

Q: sum

A: 1.No of shares Purchase in Mutual Fund   = Lump sum Amount Invested / Offer Price…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.68 per share. Several months…

A: The percentage return that an investor is earning from a particular investment in a particular time…

Q: Michaela Marie invested in Home Development Mutual Fund (HDMF) Pag-IBIG MP2 worth Php 300,000 for…

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

Q: Two years ago, Lizzy Martinez, from Atlanta, GA, invested $1,000 by buying 125 shares (8$ per share…

A: The average costs of shares can be computed by using the total amount of investment in shares made…

Q: 5. Jill Stone had 800 shares of High Quality Fund on January 1. Each share had a value of $28.35.…

A: The investors achieve the rate of return when funds or stocks achieve dividends and capital gain. It…

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: Amy purchased 100 shares of open-end mutual fund at NAV of $42 per share. She received dividend…

A: Initial Price (P0) = $42Final Price (P1) = $40Capital gains (CG) = $4.3Dividend (D) = $2

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: Leonard started a systematic investment program by buying $300.00 worth of mutual funds on the first…

A: A mutual fund is a sort of investment vehicle that pools the funds of several investors to buy…

Q: Six months ago, you purchased 1,200 shares of ABC stock for $21.20 a share. You have received…

A: In the given case, we have provided the purchasing price (initial price) per share, selling price…

Q: Gabriel Summers purchased 380 shares of the Northern Lights Growth Fund. The purchase cost was $40…

A: The load charged by a fund is a fee or commission that an investor pays when buying or selling…

Q: Calculate the number of shares purchased with a $4,000 investment in a no load mutual fund with a…

A: Shares, also known as equity or stock, represent ownership in a company. An individual becomes a…

Q: ABC invests $10,000 in XYZ mutual fund. XYZ mutual fund imposes total operating expense of 1.7% per…

A: Mutual fund refers to the type of investment in which money is to be pooled from many investors…

Q: Julie Martin is investing $37,000 in the Invesco Charter mutual fund. The fund charges a 5.50…

A: Amount of commission = Original investment × Commission stated as a percentage

Q: Ralph invests $50,000 in a load mutual fund for two years. The load fee entails an up-front…

A: Mutual fund is an investment option under which investment will be made in stock market by an…

Q: Your best friend has asked to assist him in making the best investment out of the following options.…

A: The time value of money implies that the cash in hand at present has a higher value than the cash…

Q: HappyRetirement fund owns 150,000 shares of stock a comma 200,000 shares of stock B, and 400,000…

A: Net Asset Value [NAV] of fund = Net assets / units outstanding

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: For four years, Marty Campbell invested $6,000 each year in Harley-Davidson. The stock was selling…

A: Investment -Any asset purchased at cost with the expectation that it will yield value beyond its…

Q: Find the following for the indicated mutual fund when the given number of shares is bought and sold…

A: Capital appreciation refers to the increase in the value of the stocks over time. The yield of the…

Q: Last year your friend, who has not taken this investments class, invested $23 thousand into a fund…

A: Initial Investment / (NAV per Share + Front-End Load)Ending Value = Number of Shares * (1 + Rate of…

Q: Tom had 300 shares of the XYZ Fund on January 1. The shares had a value of GHS23. During the year,…

A: In this question one needs to find the holding period return. Holding period return is the return…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.48 per share. Several months…

A: please see the next step for the solution

Q: After 20 years, some shares of stock originally purchased for $600 total were sold for $5,000 total.…

A: In a typical sale purchase transaction, the yield on the investment is to be calculated.

Q: Kyle invested money in a mutual fund for ten years. The interest rate on the mutual fund was 3%…

A: Accumulated Value at the end of 10 years "FV" is $41,788.50 Interest rate for first 5 years is 3%…

Q: d. If the opportunity cost of capital is 10%, which projects have positive NPVs? e. “If a firm uses…

A: Businesses utilise net present value to describe how much future cash flows are worth in terms of…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.88 per share. Several months…

A: Return on Investment (ROI):-It is the ratio that is calculated by dividing profit earned on an…

Q: Calculate the net asset value, Inn, dollars and the number of shares purchase for the mutual fund.…

A: 1. Net Assets value: Net asset value," or "NAV," of an mutual fund company is the company's total…

Q: prospectus for the Brazos Aggressive Growth fund, the fee table indicates that the fund has a 12b-1…

A: When expense is expressed as percentage, then expense in currency is expense percentage times total…

Q: a. What is Marty's total investment in Harley-Davidson?

A: 1.    All the answer in part b are rounded off to nearest whole                    number as given…

Q: Two years ago, Lizzy Martinez, from Atlanta, GA, invested $1,000 by buying 125 shares (8$ per share…

A: The income tax has to be paid on the amount of difference between the sale amount of shares and the…