On January 1, 1988, Antonio invests $9,300 in an investment fund. On January 1, 1989 his balance is $10,900 and he deposits $2,500. On July 1, 1989 his balance is $14,700 and he withdraws $1000. On January 1, 1992 his balance is $P. Express his annual time- weighted yield (itw) as a function of P.

Q: Juan invested $22,000 in a mutual fund 4 yr ago. Today his investment is worth $28,838. Find the…

A: Present Value = pv = $22,000Time = t = 4 YearsFuture Value = fv = $28,838

Q: ranklin's investment fund had a balance of $270,000 on January 1, 1995 and a balance of $449,000 two…

A: Investment fund refers to the fund in which the investors invest the capital for the purchase of…

Q: On Sept 1, 2010, a fund had $180,000. On Feb 1, 2011, the fund balance was $175,000 and a withdrawal…

A: Time weighted average return is performance measure for a fund, it doesn't consider the inflows and…

Q: Your client has been given a trust fund valued at $1.19 million. He cannot access the money until he…

A: TVM refers to the capacity of money to earn interest because money earned earlier is considered more…

Q: Solve the probles below. Rovnd your results to two decimal places as needed. Dauny invests $12,…

A: Time value of money- It is based on the concept that money earned today is worth more than similar…

Q: Justin invests $2000 at time 0. He receives $6443 at time 1 and pays $4500 at time 2. Compute the…

A: Period Cash flows 0  $-2,000.00 1  $  6,443.00 2  $-4,500.00 A negative Sign represents a…

Q: what is the future value of his investment cash flows at the end of three years? (Round to two…

A: Future value means the value of the assets at a specified time in future. It is very important for…

Q: Chuck Brown will receive from his investment cash flows of $3,165, $3,460, and $3,810 at the end of…

A: Future value is the expected value of current worth in a future date at a given rate of return.

Q: Alice owned an annuity which had level annual payments for twelve consecutive years, the first of…

A: Time values tell that money received today is of more worth than that of receiving the exact amount…

Q: An account invested in a money market fund grew from ​$73,265.45 to ​73,554.71 in a month. What was…

A: The formula to calculate interest rate per month is given below:

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: uan invested $21,000 in a mutual fund 6 yr ago. Today his investment is worth $36,002. Find the…

A: Effective Annual rate = [1 + { ( Ending Value - Investment ) / Investment } ]1/n - 1…

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: Sean's investment of $81,400.00 in a fund matured to $155,777.80 in 8 years. If the interest in the…

A: The periodic interest rate refers to the return that the investment provides for each period. The…

Q: Assume that your uncle starts an account for you in a mutual fund with an initial deposit of $790…

A: A mutual fund is a pool of funds collected from various investors and invested into various…

Q: Mike receives cash flows of 100 today, 200 in one year, and 100 in two years. The present value of…

A: Present value is the current worth of the amount that is expected to be received in future specified…

Q: Assume an investor deposits S117, 000 in a professionally managed account. One year later, the…

A: The DWR of a portfolio refers to the return provided by the portfolio such that the PV of the cash…

Q: Morgan Quincy wants to withdraw $36,300 each year for 14 years from a fund that earns 11% interest.…

A: Given: Annual payment = $36,300 Interest rate = 11% Years = 14 years.

Q: Find the time-weighted rate of return for 2018 Find the exact (to five decimal points)…

A: To calculate the time-weighted rate of return for 2018, we need to divide the ending value of the…

Q: Salvatore will contribute $530 to a mutual fund at the beginning of each calendar quarter. a. What…

A: Quarterly compounding rate= ((1+7.9%)^(1/4)-1)=1.9190%Future value can be calculated usingFV (rate,…

Q: The New Fund had average daily assets of $2.2 billion in the past year. New Fund's expense ratio was…

A: The expense ratio of a fund is used to measure how much its assets are used for administrative and…

Q: Suppose an investor is considering the purchase of a financial instru- ment that promises to deliver…

A: Semi Annual Period Cash Flow = 40 per semi Annual Period N = Number of semi annual periods = 4…

Q: Jimmy deposits $4,000 now, $2,500 3 years from now, and $5,000 6 years from now. Interest is 5% for…

A: a)How much money will be in the fund at the end of 6 years:

Q: On Juan’s 26th birthday, he deposited $7,500 in a retirement account. Each year thereafter he…

A: formula for future value of annuity growth: FVAG=Pr-g×1+rn-1+gnwhere,p=first paymentr=rate of…

Q: Suppose an individual invests $10,000 in a load mutual fund for two years. The load fee entails an…

A: Initial investment=$10000Front end load=4%Annual fee=0.85%Annual return=5%Period of investment=2…

Q: The New Fund had average daily assets of $3.9 billion in the past year. If New Fund's expense ratio…

A: An indicator of the operational costs of mutual funds in relation to their resources is the expense…

Q: Maria deposits $1,200, $500, and $2,000 at t = 1, 2, and 3, respectively. If the fund pays 8%…

A: FUTURE VALUE FORMUA: FUTURE VALUE = PRESENT VALUE×1+RNWHERE,R= RATE PER PERIODN=NUMBER OF PERIOD

Q: Michelle Payne deposited $24,000 in a savings account paying 6.25% simple interest. How long (in…

A: Formula: FV=PV×1+rt

Q: Tyler invested $20,300 in a mutual fund at 2.8% compounded semi-annually. After 3 years, the…

A: Future value can be calculated usingFV (rate, nper, pmt, [Pv], [type])Rate The interest rateNper…

Q: Y

A: The percentage total return shows the total return in percentage terms. The total return is…

Q: Suppose an individual invests $20,000 in a load mutual fund for two years. The load fee entails an…

A: Here, Initial Investment is $20,000 Front End Load is 2.5% Annual Operating Expenses is 0.55% Annual…

Q: What is the annual percentage yield on a fund which earns 4.6% compounded weekly?

A: interest rate = r = 4.6% Compound = weekly = n = 52

Q: The cash flow profile for an investment is given below and the interest rate is 8% compounded…

A: “Since you have posted a question with multiple sub-parts, we will solve first three sub-parts for…

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: Assume that Dorothy Williams desires to accumulate $926,000 in 15 years using her money market fund…

A: We will follow the below steps to calculate the Compund interest rate-1.) Base amount is = $254222-…

Q: Consider each of the following deposit cash flow series. What will the final balance be (e.g.,…

A: Interest Rate = 10% Time Period = 5 Years

Q: Franklin's investment fund had a balance of $280,000 on January 1, 1995 and a balance of $448,000…

A: An investment fund is a fund in which investors pool their money in order to generate returns.…

Q: Juliana invested $5000 in a fund at the beginning of every three months for five years. The fund was…

A: Future value refers to the current value of the investment at some future date affected by interest…

Q: K Suppose you receive $500 at the end of each year for the next three years. a. If the interest rate…

A: Present value is the value right now of some amount of money in the future. Formula : PV = FV x…

Q: You are comparing two investments. The first pays 3 percent interest per month, compounded monthly,…

A: a) i) First investment: Rate of interest i =3% per month Number of compounding periods in one half…

Q: Boretti has $400,000 in a stock fund. The fund pays a 10% return, compounded annually. If he does…

A: The future value (FV) is the amount which is received in the future, it includes the present value…

Q: Michelle payne deposited $20,000 in a savings account paying 6.25% simple interest. How long (in…

A: Future value = Prinicipal amount + Interest amount

Q: The New Fund had average daily assets of $2.7 billion in the past year. New Fund's expense ratio was…

A: Direct expenses include operating costs related to the day-to-day management and support of the…

Q: alvatore will contribute $640 to a mutual fund at the beginning of each calendar quarter. What will…

A: Value of mutual fund increases over the period of time due to increase in the prices of stocks over…