return

Q: in to first 10 years a mutual fund produced an average a 2.31% Assume that in this and contesto…

A: Present value is the current value of a future amount of money after accounting for the time value…

Q: A company sold $250,000 bonds and set up a sinking fund that was earning 8% compounded semi-annually…

A: Sinking fund refers to a fund started by the company which saves or set aside some fund or money…

Q: In the prospectus for the Brazos Aggressive Growth fund, the fee table indicates that the fund has a…

A: The objective of the question is to calculate the amount of the 12b-1 fee and the total expenses…

Q: 4. A certain principal P was invested in a fund at a rate of 14% compounded monthly for the first…

A: Compound interest is the method in which the amount after a period is added back to the investment…

Q: At the start of the year, you invest pay 4% of your initial wealth as commissions (called front-end…

A: Mutual fund have expenses that reduces the overall return on the mutual fund.

Q: A mutual fund sold $158 million of assets during the year and purchased $132 million in assets. If…

A: A fund's turnover rate is a financial term that indicates how often it purchases and sells assets in…

Q: $1500 is invested semi-annually for 3 years into a fund that pays 6.8% per year, compounded semi-…

A: We have; Amount invested semi annually as $1500  Interest rate is 6.8% compounded semi annually Time…

Q: In order to meet some future liabilities, a company makes the following series of regular…

A: Given information : First three year payments made in every 4 months  13633 Second four year…

Q: Red Company invested $10,000 in a fund that was earning interest at a rate of 3.00% compounded…

A: The future value is the future worth of the amount that will be paid or received at future.

Q: $1500 is invested semi-annually for 3 years into a fund that pays 6.8% per year, compounded semi-…

A: The equivalent cost or deposit is the periodic payment (PMT) made towards the acquisition of an…

Q: Bright Inc. will be receiving $5,300 at the end of every month for the next 3 years. If these…

A: The objective of the question is to calculate the future value of a series of monthly payments…

Q: A company deposited $12,500 into an investment fund at the beginning of every quarter for 5 years.…

A: The future value of the annuity due is the future worth of a cash flow series receivable or paid at…

Q: You invested $7,000 at the end of each quarter for 8 years in an investment fund. If t balance in…

A: Solution: An amount deposited at end of every period is known as ordinary annuity. The formula for…

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: - What was the fund's return, and what was an investor's return?

A: Introduction: The term investor's return can be defined as the impact which is created as a result…

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: A fund begins with $10M and reports the following monthly results (negative figures in parentheses)…

A: Return on investment is a returns on an investment refer to the gains or losses made on the…

Q: I bought 750 shared for $20.75 a share. At the end of the year I received income dividends of…

A: Individuals, companies, and firms all make investments for the return for a specific time period,…

Q: A closed-end fund starts the year with a net asset value of $27. By year-end, NAV equals $28.60. At…

A: Information Provided: Beginning NAV = $27 Ending NAV = $28.60 Beginning NAV Premium = 2% Ending NAV…

Q: 10 The balance of an investment fund at the beginning of the year and at the end of the year is…

A: Discounting is a technique which is used to compute the present value (PV) of future amount by using…

Q: Over a 10-year period, the Growth Fund of America had annual returns of 0.02%, 29.8%, 14.84%,…

A: Period = 10 Years Requirement = What is Fixed annual compound rate

Q: (c) The fund's net worth is defined as the difference between its assets and liabilities. Using your…

A: Relative change refers to the change in the final value relative to the initial value. The formula…

Q: A. Joe is the fund manager. His fund begins with $10 million and has the following monthl returns:…

A: The average arithmetic monthly return is simply the sum of the individual monthly returns divided by…

Q: that he exits the investment at the current offer price of $8.50 and a NAV $8.70 per unit? Select…

A: NAV is net asset value and is small unit of mutual funds that are available in the market for buying…

Q: Only on Excel. You purchased $10,000 worth of Chan’s Midcap Value Fund at $23.5 NAV. The fund is a…

A: The rate of return is the percentage of gain or loss one gets from the investment made. This gain…

Q: Yamaha Growth Fund has an expense ratio of 1.83%. If you invest $55,000 in this fund, what is the…

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

Q: Suppose an individual invests $40,000 in a load mutual fund for two years. The load fee entails an…

A: Here,Initial Investment is $40,000Front End Load is 3.%Annual Operating Expenses is 0.6%Annual Fund…

Q: find the size of each 4 payments made at the end of each year into a 9% rate sinking fund which…

A: Future value (FV) = 63000 Interest rate (r) = 9% Number of annual payments (n) = 4

Q: Red Company invested $10,000 in a fund that was earning interest at a rate of 4.00% compounded…

A: Here, Investment Amount is $10,000 Interest Rate is 4% for 2.5 years Interest Rate after 2.5 years…

Q: A closed-end, commingled opportunity fund is being created with an expected three-year life. It…

A: Part ATo solve for Required A (the cash flows to equity investors at the end of year 3 to achieve a…

Q: A fund grows 3% from the beginning of 2010 to the end of 2010, grows 5% from the beginning of 2011…

A: Equivalent effective annual interest rates (EEAIR) is calculated from the geometric mean formula.…

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: 17. A closed-end fund starts the year with a net asset value of $12. By year-end, NAV equals $12.10.…

A: Closed-end funds are the type of funds that do not accept any new investments to add to their total…

Q: A closed-end fund starts the year with a net asset value of $13.00. By year-end, NAV equals $13.20.…

A: In order to invest in a diverse portfolio of securities, such as equities, bonds, money market…

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: A consultant advises that a fund pays out $100,000 at the end of 5 years. Provided $12,000 is…

A: Annuity due are those payments that are made at the beginning of the year and ordinary annuities are…

Q: Bright Inc. will be receiving $5,400 at the end of every month for the next 2 years. If these…

A: Future value of money is the amount of deposit made and amount of interest accumulated on that…

Q: An Active manager of AMF Fund has delivered the following six -monthly returns in the last 5 Years…

A: The information ratio is widely used by fund managers, as it only sees retun and volatility. It is a…

Q: Miguel contributed $300 at the end of every 3 months into an RRSP fund earning 2.84% compounded…

A: The RRSP stands for registered retirement saving plan. This scheme is created for employees and…

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: 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: Since 2007, a particular fund returned 13.2% compounded monthly. How much would a $6000 investment…

A: Investing is a critical component of wealth growth. It enables the investor to fight inflation,…