Tom had 300 shares of the XYZ Fund on January 1. The shares had a value of GHS23. During the year, he received GHS150 in dividends and GHS450 in capital gains distributions. He used the funds to purchase shares at an average price of GHS25 per share. By the end of the year, the shares were all up to GHS27. What is the percentage of his total return?

Q: 4. Kelly deposited $10,500 into a fund at the beginning of every quarter for 13 years. He then…

A: Compound Interest is method of computing interest where compounding is done. Compounding refers to…

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: A mutual fund has $45 million in assets at the beginning of the year and 1 million shares…

A: NAV stands For Net Asset Value is the value of investment after return and deduction of fees and…

Q: Bob has been investing $2,250 in stock at the end of every year for the past 10 years f the acourt…

A: Annual investments = $2250Period = 10 yearsFuture value = $34780

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: 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: 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: John freeman is investing $8,592 at the end of each year in a fund that earns 3% interest. in how…

A: Amount invested in investment gives interest. After the maturity of investment, amount invested and…

Q: A retired couple invested $12000 in bonds at a simple interest rate of 8%. At the end of one year,…

A: Simple interest is the interest which is calculated only on the principal amount. When we calculate…

Q: Juan invested an amount of $16,000.00 in a mutual fund. After 3 years and 6 months the accumulated…

A: Invested Amount  $                          16,000.00 Future Value  $…

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: Ann deposits 10,000 into a fund earning an annual simple interest rate of 6%. Mike deposits X into…

A: Ann deposit (P) = 10,000 Interest rate (r) = 0.06   Mike deposit (X) = ? Interest rate (r1) = 0.08…

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: 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: Hugh invests 1000 in a fund on January 1. On May 1, the fund is worth 1,100 and 600 is withdrawn. On…

A: Simple interest is the interest paid or computed only on the principal amount of money. The amount…

Q: Steven invested the profit of his business in an investment fund that was earning 3.50% compounded…

A: Present value refers to an amount that is being invested initially in the investment for a definite…

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: 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: Natalia Sandino was given 750 shares of stock in the fitness center where she is employed as a…

A: Natalia's total return from the stock investment includes both the capital gain from selling the…

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: Peter invested his $100 in bond B with a 10% interest after some years. In less than 2 years, he…

A: Future value (FV), centered on the supposed rate of inflation, is the value of a current asset at a…

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: Marcellus has been saving $3,600 at the beginning of every year for 27 years. Now, at the end of the…

A: In annuity due the payments are done at the beginning of period so there is more interest rate for…

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: 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: 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: You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5…

A: Given: Purchase price = $50 Front end load = 5% Dividend per share = $2 Increase in value = 15%

Q: Bob has been investing $4,750 in stock at the end of every year for the past 10 years. If the…

A: Annual return on the investment is the annual interest rate earned by the investor on 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: Five and a half years ago an individual invested $10000 in a retirement fund that grew at the rate…

A: A theory that helps to compute the present or future value of the cash flows is term as the TVM…

Q: Antonia invests $2,000 in the stock market, and the value of her stock grows at an 8% rate for the…

A: The time value of money is an important concept that determines the future and the present value of…

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: 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: What is his dollar-weighted average return? Time 0 1 2 3 4 A) 1.5 percent B) 2.2 percent C) 2.0…

A: The dollar-weighted average return takes into account the timing and amount of cash flows to…

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: 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: Harriet has been investing $300 at the end of e much is the fund worth assuming she has earne 40,000…

A: Monthly deposit=$300Period=n=25years=300 monthsInterest rate=12%Compounding monthlyMonthly…

Q: sets aside $100 per month during her 40 year career. She invests in the US stock market* through an…

A: Monthly Savings = 100 N = 40 years i.e. 480 months Return % = 7%/12 = 0.58333%