sealuate the performance of three mutual funds. One fund has a load, the second has a backend load therd is a no load fund.FundABCLoadFront end load fee 4 %Back end Load fee 3 %No Load feee.NAVORs. 12Rs. 24Rs. 36NAVIRs. 15Rs. 30Rs. 45Required:b.The No. of shares purchases today with Rs. 1000The total profit in rupees for the year.c. The holding period rate of return.d.Which fund should be accepted? & whyAssume that you placed a Rs. 1000 investment with a mutual fund that charged an 8.5% load.Management and other fees charged by the fund total 1.10% per annum. Ignoring other costs,during five years, what annual return would the fund have to produce to equal the value thatyou initial investment would have earned in a saving account paying 5% interest? (Assumeannual compounding of income and no taxes.f. A mutual fund has 1000 shares of PraSayara Co., currently trading at Rs. 150 and 2000 shares ofReva Co., currently trading at Rs. 140. The fund has issued 10000 shares.i.What is the NAV of the fund?

a). Calculation of no. of shares purchased today with Rs 1000 Fund A: NAV0 = 12 Front end load = 4%…

aluate the performance of three mutual funds. One fund has a load, the second has a backend load the rd is a no load fund. Fund A B C Load Front end load fee 4 % Back end Load fee 3 % No Load fee Required: The No. of shares purchases today with Rs. 1000 b. The total profit in rupees for the year. The holding period rate of return. C NAVO Rs. 12 Rs. 24 Rs. 36 NAVI Rs. 15 Rs. 30 Rs. 45

aluate the performance of three mutual funds. One fund has a load, the second has a backend load the rd is a no load fund. Fund A B C Load Front end load fee 4 % Back end Load fee 3 % No Load fee Required: The No. of shares purchases today with Rs. 1000 b. The total profit in rupees for the year. The holding period rate of return. C NAVO Rs. 12 Rs. 24 Rs. 36 NAVI Rs. 15 Rs. 30 Rs. 45

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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Question 1) 니01K 12.t where m=1+7 B(t) =d() 12 m-l a) Mutual fund is carning an APR of What monthly deposit d is needed for a balnce 'of 2million dollars in 40years? Show work.
During the past 10 years, the percent returns on two mutual funds (aggressive and passive) expressed in percentages were as follows: Year Aggressive Fund Passive Fund-100% 2%-96% 2%-80% 2% -73% 4% -67% 3%-50% 2% 45% 4% 31% 3% 22% 2% Last Year 3% 4% Note that this is a sample of returns. a) Compute the expected return for the two funds. Round your answers to two decimal places. Aggressive = Number Passive = Number b) Compute the variance and standard deviation of the returns of the two funds. Round your answers to two decimal places. Variance: Aggressive = Number Passive = Number Standard Deviation:Aggressive = Number % Passive =Number %
You invested in the no-load Best Mutual Fund one year ago by purchasing 700 shares of the fund at the net asset value of $19 08 per share. The fund distributed dividends of $2.44 and capital gains of $2.22 Today, the NAV is $20 16 What was your holding period return? Your holding penod return was (Round to two decimal places) COND
1. A mutual fund with K100 million in assets at the start of the year and with 10 million shares outstanding invests in a portfolio of stocks that provides no income but increases in value by 10 %. Required: What is the rate of return in the fund? If a fund has an initial NAV of K20 at the start of the month makes income distributions K0.15 and capital gain distributions of K0. 05 and ends the month with NAV of K20.10. Calculate the monthly rate of return. 2. An equity fund has a front end load of 4 % and special fees of 0.5% annually as well as back-end fees that start at 5 % and fall by 1 % for each full year the investor holds the portfolio until the fifth year. Assuming the rate of return on the fund net of operating expenses is 10 % annually, what will be the value of a K10 000 investment in the equity fund shares if the shares are sold after 1 year, 4 years and 10 years?
Suppose you own a mutual fund which has 13,000,000 shares outstanding. If its total assets are $36,000,0000 and its liabilities are $5,000,000, find the net asset value (in $) of the fund. Round to the nearest cent. 2$ Need Help? Read It Watch It Master It
Here are the NAVS for a no-load mutual fund that paid no distributions: April 2 NAV=$11.5 Apr 3 NAV=$12.5 Apr 4 NAV=$12.1 Apr 5 NAV=$13.5 What is your return if you buy the fund on April 2 at 10am and sell it on Apr 4 at 5pm? 17.39% 5.22% 8% -3.2%
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A year ago, an investor bought 600 shares of a mutual fund at $7.64 per share This year, the fund has paid dividends of $0.72 per share and had a capital gains distribution of $0.54 per share. a. Find the investor's holding period return, given that this no-load fund now has a net asset value of $8.23. b. Find the holding period return, assuming all the dividends and capital gains distributions are reinvested into additional shares of the fund at an average price of $7.86 per share a. Given that this no-load fund now has a net asset value of $8.23, the investor's holding period return is% (Round to two decimal places)
You are considering an investment in a mutual fund with a 5% load and an expense ratio of 0.75%. You can invest instead in a bank CD paying 3% interest. Required: a. If you plan to invest for 3 years, what annual rate of return must the fund portfolio earn for you to be better off in the fund than in the CD? Assume annual compounding of returns. b. What annual rate of return must the fund portfolio earn if you plan to invest for 6 years to be better off in the fund than in the CD? c. Now suppose that instead of a front-end load the fund assesses a 12b-1 fee of 0.50% per year. What annual rate of return must the fund portfolio earn for you to be better off in the fund than in the CD? Note: Do not round intermediate calculations. Round your answers to 2 decimal places.
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