Stan invested in the Great Growth mutual fund 5 years ago. His returns were 50%, -20%, 10%, 0% and 15%, respectively. What was the geometric average return over the five years?     A.    7.7%     B.    9.7%     C.    8.7%     D.    6.7%

Q: Compute the total and annual returns on the following investment. Seventeen years after purchasing…

A: The total return of a mutual fund is the return it provides over the total period of the…

Q: Maryse has invested $1000 into mutual fund at a 5% annual rate of return, compounded daily. What are…

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

Q: If $7,000 had been invested in a certain investment fund on September 30, 2008, it would have been…

A: Invested Amount = $7,000 Investment Date = September 30, 2008 Maturity Date = September 30, 2018…

Q: Adam invested $9,000 at the end of each quarter for 6 years in an investment fund. If the balance in…

A: Quarterly deposit = $9000Future value = $245,500Quarterly period = 24 (i.e. 6 years * 4)Quaterly…

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: Michaela Marie invested in Home Development Mutual Fund (HDMF) Pag-IBIG MP2 worth Php 300,000 for…

A: Solution:- When an amount is invested somewhere, it earns interest on it. The amount initially…

Q: Amen invested GHC200 in a hedge fund at an annual interest of rate of 15%, if he is expected to…

A: Given information : Initial investment 200 Annual interest rate 15% Expected amount 1220…

Q: ↑ Sixteen years after purchasing shares in a mutual fund for $6000, the shares are sold for $11,100.…

A: Initial investment = $6,000Final sales price =  $11,100Number of years = 16 years

Q: 5. Jill Stone had 800 shares of High Quality Fund on January 1. Each share had a value of $28.35.…

A: The investors achieve the rate of return when funds or stocks achieve dividends and capital gain. It…

Q: Elise is adapting the cost averaging in investment. He decided to invest in a mutual fund for 6…

A: In the given problem we need to compute the price of mutual fund units every month, then basis that…

Q: A small business owner deposits $5000 monthly deposits in an equity fund as his financial analysis…

A: future value of annuity formula: Future value =A×1+rmm×n-1rmwhere,A=annuityr=rate of…

Q: Amy purchased 100 shares of open-end mutual fund at NAV of $42 per share. She received dividend…

A: Initial Price (P0) = $42Final Price (P1) = $40Capital gains (CG) = $4.3Dividend (D) = $2

Q: Question 10 Levi has $32,000 invested in his favorite mutual fund which earns 12.0% per year. If he…

A: The future value can be calculated byThe future value of annuity can be calculated by

Q: Lee Put $10,000 in the stock market index mutual fund that grew at an average of 7% per year for 10…

A: We need to use the concept of time value of money to solve the question. According to the concept of…

Q: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,100shares of the…

A: Solution:- Compound rate of return means the annual rate of return earned. We know, amount at…

Q: Compute the total and annual returns on the following investmen Six years after purchasing shares in…

A: Initial value=$7,800 Final value of investment=$11,400 Time period=6years Required: Total return=?…

Q: You invested in the no load Best Mutual Fund one year ago by purchasing 700 sha Today, the NAV is…

A: Holding period return refers to the return that is earned by the investors from the assets that are…

Q: Bob has been investing $5,000 in stock at the end of every year for the past 12 years. If the…

A: The formula for calculating the future value of annuity is

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,400 shares of the…

A: Number of shares purchased = 1,400Net asset value per share = $18.99Number of shares sold =…

Q: A year ago, an investor bought 600 shares of a mutual fund at $7.68 per share. This year, the fund…

A: a. Number of shares purchased = 600 Beginning value = $7.68 Dividend paid = $0.79 per shareCapital…

Q: A year ago, Kim Altman purchased 240 shares of BLK, Inc. for $35.00 on margin. At that time the…

A: Return on investment on shares is the difference between sale proceeds and investment divided by its…

Q: Last year, Melissa purchased a closed-end mutual fund that was trading at $33 and had a NAV of $30.…

A: The holding period of return is calculated with the help of following formula  Holding Period Return…

Q: Roger Inves value of his holdings was $1,700, and he calculated that his investment had grown 3.8%…

A: Growth rate is to be computed by taking the difference between the values in beginning and ending of…

Q: Kamal invested RM10 000 for 4 years 6 months in Razak Mutual Fund earning a simple interest rate of…

A: Interest - Interest on investment is income for the organization. It is earned on an accrual basis…

Q: James invested $1000 in a portfolio of stocks 5 years ago and reinvested the dividends. The…

A: Using financial calculator, Insert

Q: You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5…

A: Given: Purchase price = $50 Front end load = 5% Dividend per share = $2 Increase in value = 15%

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: If an investor buys shares in a no-load mutual fund for $40 and after eight years the shares…

A: The application of interest to a principal balance of a debt is known as compound interest.

Q: Last year your friend, who has not taken this investments class, invested $23 thousand into a fund…

A: Initial Investment / (NAV per Share + Front-End Load)Ending Value = Number of Shares * (1 + Rate of…

Q: Tom had 300 shares of the XYZ Fund on January 1. The shares had a value of GHS23. During the year,…

A: In this question one needs to find the holding period return. Holding period return is the return…

Q: A perceptive engineer started saving for her retirement 15 years ago by deligently saving Php 18 000…

A: Using the concepts of time value of money, we can solve for this question. Time value of money…

Q: Mr Aleem bough some stocks of urnas Itd for $500 each. At the end of year, he got $5 per share as…

A: The return on Investment is calculated with the help of following formula  Return on Investment = D…

Q: Give typing answer with explanation and conclusion  Jessica had 600 shares of G Fund on January 1.…

A: A mutual fund denotes a professionally managed investments' collection.  An investor generally…

Q: What is his dollar-weighted average return? Time 0 1 2 3 4 A) 1.5 percent B) 2.2 percent C) 2.0…

A: The dollar-weighted average return takes into account the timing and amount of cash flows to…

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,000 shares of the…

A: Value of investment purchased = Number of shares purchased*Net asset value per share at the time of…

Q: Round percentages and ratios to the nearest tenth of a percent, dollars to nearest whole dollar. 1.…

A: According to bartleby guidelines , if question involves multiple sub parts , then 1st sub 3 parts…

Q: Last year Daniel bought 100 shares of Texas Corporation common stock for R53 per share. During the…

A: The total return on the common stock is the total of dividend and capital gains.

Q: Harriet has been investing $300 at the end of e much is the fund worth assuming she has earne 40,000…

A: Monthly deposit=$300Period=n=25years=300 monthsInterest rate=12%Compounding monthlyMonthly…

Q: At the beginning, Mrs Jeanine invests $400,000 in Portfolio Z. By next year, the portfolio has grown…

A: We have a portfolio where investments are made in successive years. We have been asked to find the…

Q: Daniel invested $10,000 at time "0" in a mutual fund that guaranteed a return of 5% per year and…

A: 1) For mutual fund 1:PV= $10,000r=0.05n=20FV1=?2) For mutual fund 2:PV= $20,000r=0.045n=15FV2=?