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: Lee Ray bought 250 shares of a mutual fund with an NAV of $13.85. This fund also has a load charge…

A: Shares are the units of the capital of a corporation that represents the equity ownership of the…

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: Assume the new investor sells the 420 shares. What is his profit? What is the annualized return The…

A: Annualized return refers to the expected return by the investors on the investment made. It…

Q: 14. You purchased shares in Congo fund that has NAV of $10,000, securities in which the fund invests…

A: Back-end load: It is the fee paid by the investor when shares under mutual funds are sold.

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: 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: 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: 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: 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: James Hayes owns 557 shares of Ohio Utility preferred stock. If this preferred stock issue pays…

A: DECLARATION OF DIVIDENDS  Dividend is the Amount which is paid by the Corporation it it's…

Q: Sub- Accounting  You pay $23,600 to the Laramie Fund, which has a NAV of $31 per share at the…

A: NAV stands for Net Asset Value, which is a financial term used in the investment industry to…

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: Calculate the net asset value (in $) and number of shares purchased for the mutual fund. Round…

A: NET ASSETS VALUE Net Asset Value (NAV) of a Mutual Fund (MF) Scheme is the Market Value per unit of…

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: Consider three investors who need to partially liquidate investments to raise cash. In this​ case,…

A: The investor can earn a dividend on a mutual fund, interest on a certificate of deposit, and by…

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: Jessica had 600 shares of G Fund on January 1. The shares had a value of $22.35. During the year she…

A: A mutual fund denotes a professionally managed investments' collection.  An investor generally…

Q: You invested in the no load Best Mutual Fund one year ago by purchasing 700 sha Today, the NAV is…

A: Holding period return refers to the return that is earned by the investors from the assets that are…

Q: Calculate the net asset value (in $) and number of shares purchased for the mutual fund. Round…

A: Net Asset value = (Total Asset – Total Liabilities) / no of shares outstanding Shares Purchased =…

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: 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 are an active investor in the securities market and you have established an investment portfolio…

A: A combination of the different types of funds and securities for the investment is term as the…

Q: 6 years ago Mary purchased shares in a certain mutual fund at Net Asset Value (NAV) of $51. She…

A: The NAV provides investors with a useful tool for assessing the performance of investment funds and…

Q: A mutual fund sold $58 million of assets during the year and purchased $64 million in assets. If the…

A: The change in the underlying asset of a fund of the portfolio is determined by the turnover ratio.…

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: If an investor buys shares in a no-load mutual fund for $40 and after eight years the shares…

A: The application of interest to a principal balance of a debt is known as compound interest.

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

A: Return refers to the ratio of total return and shares purchase price. Total return refers to the…

Q: Zack invested $5,500 in a mutual fund with an offer price of $20.40 and a net asset value of $10.50.…

A: Given data -  Purchase price = $5500 Offer price = $20.40 Net Asset Value = $10.50 Let no. of shares…

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: Investment Assets 300 shares of IBM common Date Sold 5/6 10/5 8/15 12/21 Sale Price $ 13,700 221,400…

A: First we need to categorize long term and short term sales. All sales except vanguard mutual fund…

Q: rs ago Clarissa purchased shares in a certain mutual fund at Net Asset Value (NAV) of $65. She…

A: NAV is the smallest unit of a mutual fund in shares traded.NAV is net asset value.The NAV provides…

Q: A6) Finance A 3% acquisition fee is paid by investors on mutual funds worth $100,000,000. The mutual…

A: Acquisition fee is also known as purchase fees that is paid while buying the mutual fund. This fees…

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: million. The investor is planning on investing in this mutual fund for 20 years. calculate the…

A: Information Provided: Total assets = $508 million Expense ratio = 1.32% Fund charges (back end fee)…

Q: You purchased 1000 shares of a mutual fund at an offer price of $13.88 per share. Several months…

A: The rate of return on the investment refers to the concept which is stated as the income earned from…

Q: . Mr. Ahmed recently purchased 100 shares of Green Isle mutual fund at a net asset value of $39 per…

A: Mutual funds are traded in market in the form of NAV net assets value and these are small value of…

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…

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

A: Given: Purchase price = $13.88 Selling price = $14.62 Dividend = $0.63

Q: Assume that one year ago, you bought 210 shares of a mutual fund for $24 per share and that you…

A: Total return on investment= (Closing Market Value - Beginning price + Dividend + Capital Gain) /…