You purchased 5,400 shares in the New Pacific Growth Fund on January 2, 2010, at an offering price of $63.9 per share. The front-end load for this fund is 5 percent, and the back-end load for redemptions within one year is 1 percent. The underlying assets in this mutual fund appreciate (including reinvested dividends) by 3 percent during 2010, and you sell back your shares at the end of the year. If the operating expense ratio for the New Pacific Growth Fund is 1.61 percent, what is your total return from this investment?

The Investments Fund sells Class A shares with a front-end load of 4.5% and Class B shares with 12b-1 fees of 1% annually as well as back-end load fees that start at 5% and fall by 1% for each full year the investor holds the portfolo (untill the fifth year). Assume that you have $1,000 to invest and the portfolio rate of return net of operating expenses is 15% annually. a-1. If you invest in each fund and sell after 4 years, how much will you receive from each sale? (Round your answers to 2 decimal places.) Amounts Class A Class B a-2. ass B shares better for you? Class A O Class B b-1. If you invest in each fund and sell after 15 years, how much will you receive from each sale? (Round your answers to 2 decimal places.) Amounts Class A Class B b-2. Are Class A or Class B shares the better choice for you? O Class A O Class B

Compute the total and annual returns on the following investment.   Nine   years after purchasing shares in a mutual fund for ​$7000 ​, the shares are sold for ​$11,400 .

The Investments Fund sells Class A shares with a front-end load of 5% and Class B shares with 12b-1 fees of 1% annually as well as back-end load fees that start at 5% and fall by 1% (percentage point) for each full year the investor holds the portfolio (until the fifth year). Assume that you have $1,000 to invest and the portfolio rate of return net of operating expenses is 12% annually. a. If you invest in each fund and sell after 4 years, how much will you receive from each sale? b. If you invest in each fund and sell after 10 years, how much will you receive from each sale?

The Investments Fund sells Class A shares with a front-end load of 6% and Class B shares with 12b-1 fees of 5% annually as well as back-end load fees that start at 5% and fall by 1% for each full year the investor holds the portfolio (until the fifth year). Assume the portfolio rate of return net of operating expenses is 10% annually. If you plan to sell the fund after four years, are Class A or Class B shares the better choice for you? What if you plan to sell after 15 years?

The Investments Fund sells Class A shares with a front-end load of 5% and Class B shares with 12b-1 fees of 0.5% annually as well as back-end load fees that start at 5% and fall by 1% (percentage point) for each full year the investor holds the portfolio (until the fifth year). Assume that you have $1,000 to invest and the portfolio rate of return net of operating expenses is 13% annually.a. If you invest in each fund and sell after 4 years, are Class A or Class B shares the better choice for you?   Class A Class B b. If you invest in each fund and sell after 12 years, are Class A or Class B shares the better choice for you?   Class A Class B

You are given the following information concerning a noncallable, sinking fund debenture: Principal: $1,000 Coupon rate of interest: 7 percent Term to maturity: 12 years Sinking fund: 3 percent of outstanding bonds retired annually; the balance at maturity   If you buy the bond today at its face amount and interest rates rise to 12 percent after five years have passed, what is your capital gain or loss? Assume that the bond pays interest annually. Use Appendix B and Appendix D to answer the question. Use a minus sign to enter the loss amount, if any, as a negative value. Round your answer to the nearest dollar. $   If you hold the bond 12 years, what do you receive at maturity? -Principal  or All coupon payments? What is the bond's current yield as of right now? Round your answer to the nearest whole number.   % Given your price in a, what is the yield at maturity? Round your answer to the nearest whole number.   % What proportion of the total debt issue is retired by the…

The Investments Fund sells Class A shares with a front-end load of 6% and Class B shares with 12b-1 fees of .5% annually as well as back-end load fees that start at 5% and fall by 1% for each full year the investor holds the portfolio (until the fifth year). Assume the portfolio rate of return net of operating expenses is 10% annually. If you plan to sell the fund after 4 years, are Class A or Class B shares the better choice for you? What if you plan to sell after 15 years?

The Investments Fund sells Class A shares with a front-end load of 6% and Class C shares with 12b-1 fees of 0.75% annually as well as back-end load fees that start at 5% and fall by 1% for each full year the investor holds the portfolio (until the fifth year). Assume that you have $1,000 to invest and the portfolio rate of return net of operating expenses is 12% annually. Required: a-1. If you invest in each fund and sell after 4 years, how much will you receive from each sale? a-2. Are Class A or Class C shares the better choice for you? b-1. If you invest in each fund and sell after 14 years, how much will you receive from each sale? b-2. Are Class A or Class C shares the better choice for you? Complete this question by entering your answers in the tabs below. Req A1 Req A2 Req B1 Req B2

Judah invests $7 million in a hedge fund with a 2/20 fee structure. The fund has a total of $93 million of assets under management and the return in the first year is 22%. Assume that management fees are paid at the beginning of each year and performance fees are paid at the end of each year in which they are applicable. What is the amount of the performance fee that Mr. Dowdy will pay in the first year? O $276,300 O $273,840 O $1,369,200 O $283,900 O $300,000