ne year ago you bought 100 shares of a mutual fund for $14.50 per share, and you received a $0.52 per - share capital gain distribution during the past 12 months. The fund has an annual 12b-1 fee of 0.35 percent and an expense ratio of 1.65 percent. The market value of the fund is now $18. Calculate the total dollar return for this investment if you were to sell it now. (Convert and round to 2 decimals) Calculate the total percentage return for this investment if you were to sell it now. (Convert and round to 1 decimal)

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A: Given: Particulars Amount Number of shares 400 Price per share $7.52 Dividend $0.77…

Q: Assume that investing $500 in a fund today will give you a return of $530 a year later. On the other…

A: See the explanation belowExplanation:No, based on the information provided, choosing the bank's…

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A: Nominal interest rate is the stated interest rate on the fund, whereas effective interest rate is…

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A: Concept. Mutual fund is professionally managed fund. Hence various expenses are incurred to manage…

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A: As per the time value of money concept, a certain amount held today is worth more than holding the…

Q: You purchased 1,900 shares of the New Fund at a price of $15 per share at the beginning of the year.…

A: Total number of share=1,900 Price per share=$15 Expenses ratio=2.1% Increase in value during the…

Q: Consider a mutual fund with $ 400 million in assets at the start of the year , and 12 million shares…

A: NAV = Mutual fund value / Outstanding share   Return = [ NAV1 - NAV0 + Income Distributions +…

Q: Assume that one year ago you bought 200 shares of a mutual fund for $20 per share, you received a…

A: Percent of total return will be Calculated by following formula:-Percent of total return =

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A: Investment The process of investing money in financial assets in order to get a return is called…

Q: You invest in a mutual fund that charges 3.8% front-end load, 0.75% in total annual fees, and a 3%…

A: Front end load is the amount of deduction at the time of purchase and back end load is the charges…

Q: Suppose you invest $2000 into a mutual fund that is expected to earn a rate of return of 11%. The…

A: Investment (PV) = $2000 Rate of return (r) = 11%

Q: You have just won a lottery that pays out $2.25 million in a lump sum. If you invest this in a…

A: Present Value = pv = $2.25 millionRate of Return = r = 7.5%Time = t = 30 Years

Q: Suppose you have an opportunity to invest in a fund that pays 12% interest compounded annually.…

A: Given: workings:

Q: A year ago, an investor bought 200 shares of a mutual fund at $9.50 per share. Over the past year,…

A: HPR=​

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Q: Suppose you consider investing $1,000 in a load fund which charges a fee of 2%, and you expect the…

A: Load Fund:Cost = $1,000Fee = 2% of costReturn = 14%No-load fund:Cost = $1,000Return = 9%Redemption…

Q: 2. You intend to invest $3,000 per year start that the last day of 2021 and do it for 20 years, how…

A: Future value of savings must be equal to the present value of future needs ,this is basic principle…

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Q: what was your investment value at the beginning of 2004?

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A: Continuously compounded interest rate is the interest which is calculated on the principal amount as…

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A: Expense ratio is the percentage of the fund’s asset which is used for administrative and operating…

Q: f you plan to invest for 5 years, what annual rate of return (i.e. gross ret) must the fund…

A: Information Provided: Expense Ratio = 0.5% CD interest = 3.5% Load of mutual fund = 4.5%

Q: You invested $1,100,000 with a market-neutral hedge fund manager. The fee structure is 2/20, and the…

A: Assets under management = $1,100,000Loss in year 1 = 11%Gain in year 2 = 19%Fee structure = 2/20…

Q: assume that one year ago you bought 140 shares of mutual fund for $20 per share you receive the…

A: Data given: Purchase price (P0)=$20 per share Capital gain distribution (D)= 0.65 per share Current…

Q: The China Fund is a mutual fund that can be purchased on the New York Stock Exchange. The rates of…

A: The problem is asking us to find the initial investment value at the beginning of 2004. We are given…

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A: Calculation of annual returns:Answer:The annual returns at 2 year and at 8th year is 6.08% and…

Q: in its first 10 years a mutual fund produced an average annual return of 21.63%. Assume that money…

A: Compounding is the method of interest accumulation where interest is earned not only on the…

Q: You unexpectedly earn $1,200. Instead of blowing through the money, you decide to invest it in a…

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