Question 1) 니01K 12.t where m= 1+7 B(t)=d(m-1 %3D a) Mutual fund is earning an APR of 9%.(r=.09). What monthly deposit d is necded for a balance 'of 2million dollars in 40uears? Show work. b) Assume your mutual fund is eamnina an APR of 107. (r=10). What montnly deposit d is needed for a balance of 2million dollars in 4Ouears? C) Assume your mutual find is earning an APR of 11%(F=.11). What monthly deposit is needed fora balance of 2million dollars in 40uears

Q: A mutual fund has a current offering price of $53.21. What is the net asset value if the fund…

A: Solution:Load means the entry/exit charges charged by the mutual fund.

Q: If a mutual fund's net asset value is $23.90 and the fund sells its shares for $25.50, what is the…

A: Load fee can be computed by taking the variance of selling price and NAV of a mutual fund and then…

Q: Calculate the Treynor,

A: Treynor ratio is a measure for evaluating the portfolio on the basis of the Treynor index. It…

Q: A mutual fund has a NAV of $20 per share, if you invest $10,000 into this no load mutual fund you…

A: A mutual fund is an investment avenue that provides investment opportunities to individual investors…

Q: From the following mutual fund quotation, complete the blanks: (Negative amounts should be indicated…

A: GIVEN,   INV. OBJ NAV NAV CHg YTD 4 WKS 1 YR EUDR ITL 10% -0.05% 7.10 0.75 0.4

Q: An investor purchases a mutual fund share for $100.2. The fund pays dividends of $2.2, distributes a…

A: Purchase price (P0) = $ 100.2 Dividend (D) = $ 2.2 Capital gain (CG) = $ 1.1 Fees charges (F) = $ 3…

Q: 1. The balance of a mutual fund on January 1, 2021 is 1,000. The following table includes all cash…

A: Time weighted return is 20.888%. Value at each period is goven excel for December 2021. Using the…

Q: 2. You expect your mutual fund portfolio to yield and 8% return and anticipate inflation to be 2%.…

A: Calculation of inflation-adjusted return:Answer:Inflation-adjusted return is 2%

Q: Mutual Fund A charges an annual management fee of 2.38% of money under management. The corresponding…

A: A mutual fund is a type of investment, People invest money in the mutual fund. And earn dividends,…

Q: If a mutual fund's net asset value is $23.70 and the fund sells its shares for $25.30, what is the…

A: NAV = $23.70 Selling Value =$25.30

Q: Suppose that you initially invested $10,000 in the Stivers mutual fund and $5,000 in theTrippi…

A: Holding Period Return = (Value at end - Investment)/Investment Holding Period Return =…

Q: Question a     .A mutual fund has a current offering price of 56. 70. What is the net asset value of…

A: Net asset value is the current value of funds that prevails in the market which includes mutual…

Q: If a mutual fund's net asset value is $24.00 and the fund sells its shares for $25.20, what is the…

A: load fee as a percentage of net asset value =( (sale value of share - net asset value)/ net asset…

Q: A mutual fund has a 1.69% expense ratio and begins with a $124.655 NAV. It experiences the annual…

A: Net Asset Value:The NAV represents the market value of the securities that the scheme owns. Mutual…

Q: Finance You invest in a mutual fund that charges a 3% front-end load, 1% operating costs, and a 1%…

A: Initial investment$20,000.00Front-end load3%Operating cost1%12b -1 fees1%Growth rate10%

Q: . Impacts of Costs on Returns. A mutual fund has a 1.6% expense ratio and begins with a $124.655…

A: A mutual fund is an investment vehicle that pools money from multiple investors to invest in a…

Q: Liability A B с Market Value $4.25 Bln $5.75 Bln $3.50 Bln Bond D E It has $13.50 Bln available cash…

A: Modified duration shows how much would be change in the value of assets if there is change in…

Q: From the following mutual fund quotation, complete the blanks: (Negative amounts should be indicated…

A: NAV Stands for Net Asset Value Change in NAV is the change from beginning NAV to ending NAV Total…

Q: what is the load fee as a percentage of the net asset value? Round your answer to two decimal…

A: Mutual Funds Corporation charges load fees when investors buy shares from the funds. Load fee is the…

Q: Suppose you invest $5,000 into a mutual fund that is expected to earn a rate of return of 7%. The…

A: Mutual Fund is an investment option where large number of investors put their investment amount…

Q: ou purchase a mutual fund for $17.23   The fund's NAV is $17.00 (the load fee was .23 cents).…

A: In case of mutual funds you are investing in buying financial assets and securities in an indirect…

Q: Question 1) B(t)=d %3D a) Mutual fund 9%. (r=.09), What mont for a balan in 40.4ears

A: Given: Rate = 9% Future value = $2,000,000 or 2 million t = years = 40

Q: Here are the NAVS for a no-load mutual fund that paid no distributions: April 2 NAV=$11.5 Apr 3…

A: Holding Period Return (HPR) refers to the total return earned over a period of time by holding an…

Q: If you invest P5,000 in a mutual fund with a total annual return (interest rate) of 8% and you…

A: Amount invested(PV) is P 5,000 Interest rate(rate) is 8% Time period is 5 year. To Find: Value of…

Q: What is the current price per share of the LPEVX mutual​ fund? 1 2 3 4 5 6 ​Family/ Fund Symbol NAV…

A: A corporation that pools money from several people and invests it in securities like stocks, bonds,…

Q: Suppose you invested $100 in the Ishares High Yield Fund (HYG) a month ago. t paid a dividend of $2…

A: Given: Opening investment = 100 Dividend = 2 Closing investment = 95

Q: If a mutual fund's net asset value is $23.60 and the fund sells its shares for $25.30, what is the…

A: Load fee = fund sell price - NAV  Load fee = $ 25.30 -$23.60 Load fee = $1.70

Q: If you wish to purchase a mutual fund with low annual fees you should collect information on the of…

A: The correct answer to the question is a) MERManagement Expense Ratio (MER) is calculated as…