Two years ago, Lizzy Martinez, from Atlanta, GA, invested $1,000 by buying 125 shares (8$ per share NAV) in the Can't Lose Mutual Fund, an aggressive growth no-load mutual fund. Last year, she made two additional investments of $500 each (50 shares at $10 and 40 shares at $12.50). Lizzy reinvested all of her dividends. So far, the NAV for her investment has risen from $8 per share to $13.25. To finally determine the average-cost basis of shares sold, you multiply the average price per share times the number shares sold-in this case, 60. What is the total cost basis for Lizzy's 60 shares?

Ben invested $7,500 twenty years ago with an insurance company that has paid him 6 percent simple interest on his funds. Charles invested $7,500 twenty years ago in a fund that has paid him 6 percent interest, compounded annually. How much more interest has Charles earned than Ben over the past 20 years?

The Market Edge Mutual Fund charges a 3 percent back-end load. Todd invested $2,500 in this fund sixteen years ago. Today, the total NAV value of his shares is $9,948 so he decided to withdraw the entire amount and take a month's vacation to tour South America. How much did Todd receive when he made his withdrawal? O $9,948.00 O $10,246.44 O $9,873.00 O $10,023.00 O $9,649.56

Your grandfather invested $1,000 in a stock 41 years ago. Currently, the value of his account is $317,000. What is his geometric return over this period?

At the start of the year, Piotr has an investment fund worth $30,000.00. 4 months later the fund is worth $30,750.00 and Piotr deposits another $3,000.00. 4 months after that, the fund is worth $34,425.00 and Piotr withdraws the $3,000.00 his deposited the time before. At the end of the year the fund is worth $31,425.00. a) What is the Dollar Weighted Return for Piotr's investment? b) What is the Time Weighted Return for the investment fund? c) What would the fund balance at the end of year have to be to make the Time Weighted Return for the year equal the Dollar Weighted Return for the year? d) In this case (TWR = DWR) what was the return on the investment fund in the last time period?

Array intends to allocate her savings into various types of financial investments. She has $194,400 to invest in stocks, bonds, and mutual funds according to her chosen respectively. How much should she invest in each type of investment? Round your answers to the nearest dollar. 4 1 7 ratio : 3 9 11 Stocks: $ Bonds: $ • Mutual Funds: $

9 years ago Mary purchased shares in a certain mutual fund at Net Asset Value (NAV) of $96. She reinvested her dividends into the fund, and today she has 7.7% more shares than when she started. If the fund's NAV has increased by 39.5% since her purchase, compute the rate of return on her investment if she sells her shares today. Round your answer to the nearest tenth of a percent.

Maricopa's Success scholarship fund receives a gift of $ 115000. The money is invested in stocks, bonds, and CDs. CDs pay 5.75 % interest, bonds pay 5.7 % interest, and stocks pay 8.9 % interest. Maricopa Success invests $ 35000 more in bonds than in CDs. If the annual income from the investments is $ 7845 , how much was invested in each account? Maricopa Success invested $ in stocks. Maricopa Success invested $ in bonds. Maricopa Success invested $ in CDs. Question Help: D Video Submit Question