Suppose you invest $50 each month into a mutual fund. You reinvest distributions. At the end of 5 years, you sell all your shares and receive $3,485. Calculate your rate of return. 133.69% 5.96% 4.48% 6.96%

Q: Ten years after purchasing shares in a mutual fund for $7600, the shares are sold for 11,900. What…

A: The rate of return refers to the minimum return to be earned over an investment by the investors in…

Q: You invest in a mutual fund that charges a 4% front-end load, 2% total annual fees, and a 3%…

A: Given:  Investment Amount = $10,700  Front-end load = 4%  Total annual fees = 2%  Back-end load = 3%…

Q: You are planning on traveling to Australia and New Zealand 3 years from now and you can save $2,700…

A: Future value of ordinary annuity is calculated when regular payments are made at the end of each…

Q: Rodney Cashman has been investing $2,000 quarterly for the past 18 years in an equity mutual fund.…

A: Time value It tells that the money today received by the individual has more value than receiving…

Q: The current income is ? The investor would experience a Gain, Loss, or Neither? The total return…

A: A bond refers to the instrument which obligates the issuer to pay pre-defined interest to the buyer.…

Q: You deposit the following at the end of each year into a growth mutual fund that earns 11 percent…

A: Working note:

Q: . Your HPR was ____.

A: Holding Period Return (HPR): Holding period refers to the change in the value of assets or…

Q: Stan invested in the Great Growth mutual fund 5 years ago. His returns were 50%, -20%, 10%, 0% and…

A: The Geometric Average Return is a rate of return that is calculated by taking the product of all…

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 find a mutual fund that offers approximately 6% APR compounded monthly. You will invest enough…

A: Annuity means finite no. of payments which are same in size and made in equal intervals. A person…

Q: You purchased 1,000 shares of the New Fund at a price of $20 per share at the beginning of the year.…

A: Given information in question: - Number of share purchase              =          1000 Front end…

Q: You plan to invest $20,000.00 today in an equity unit trust fund expected to pay an average return…

A: Concept. Future value = A ( 1+r)n Where, A = amount invested. r = interest rate n = time period.

Q: Your current account balance is $16,500.  You invested $3,000 12 years ago.  What rate of return did…

A: Present value (PV) is the current value of a future payment or a stream of future payments,…

Q: u invest in a mutual fund that charges a 5% front end load, 1% total annual fees, and a 2% back end…

A: Investors pay a fee called a front-end load, sometimes referred to as a sales charge or sales load,…

Q: Mutual funds charge their clients an “expense ratio” for managing yourfunds. A 1.5% annual expense…

A: The future value is the future worth of cash flow at a certain rate of interest after a certain…

Q: Number of periods: You invest $150 in a mutual fund today that pays 9 percent interest annually. How…

A: Future Value formula used: FV= PV(1+r)^n FV= future value = 300 (amount double = 150*2) PV= present…

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…

Q: vest in a mutual fund that charges a 5% front-end load, 1% total annual fees, and a 2% back-end…

A: In front end load, fees are paid at the time of purchase, in back end fees are paid at the time of…

Q: After sitting through your QL class, you are struck by the necessity to being investing for…

A: The amount invested monthly will be compounded with interest monthly.

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: 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: You plan to invest in securities that pay 8.6%, compounded annually. If you invest $5,000 today, how…

A: The objective of the question is to find out how many years it will take for an investment of $5,000…

Q: Question 3 A good stock-based mutual fund should earn at least 10% per year over a long period of…

A: The rate of return that an investor is earning from a particular investment in a particular time…

Q: Your current account balance is $7,500.  You invested $6,300 5 years ago.  What rate of return did…

A: Answer) Future value = P×(1+r)^n r is interest rate P is amount n is years Given: Future value =…

Q: If you invest P5,000 in a mutual fund extending a total annual return of 8% and you re-invest the…

A: The future value of the cash flow is the future worth of a cash flow at a certain rate of interest…

Q: You are considering how to invest part of your retirement savings. You have decided to put $200,000…

A: Return on stocks refers to the minimum return to be earned over the investment made initially. It is…

Q: You are going to invest in a stock mutual fund with a front-end load of 4.5 percent and an expense…

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

Q: Suppose you invest $500 in a mutual fund today and $600 in one year. If the fund pays 9% annually,…

A: The future value is the amount that will be received at the end of a certain period. In simple…

Q: you are planning to invest in high risk mutual fund of bank F which will give you 5% interest…

A: Present value = Future value/(1 + i)n Future value = 2,000,000 i = 5%/12 = 0.41667% = 0.0041667 n =…

Q: You purchased 1,000 shares of the New fund at a price of GHS20 per share at the beginning of the…

A:

Q: Suppose you deposit $750 per month in a mutual fund that is expected to bear 13.5% interest…

A: Future value is an estimate of future cash flows ​​that may be received at a future date, discounted…

Q: You deposit $12,000 per year over 15 years in a stock portfolio. After that you do not make any…

A: Future value (FV) is a financial concept that represents the value of an investment or asset at a…

Q: You bought $5,000 worth of mutual funds with a redemption fee of 5 percent. If you sell within the…

A: Introduction: Mutual Fund Redemption fees are the fee charged by the mutual fund company from the…

Q: An investor has decided to invest $175.00 per month in a mutual fund. This type of mutual fund has…

A: Compound = monthly = 12Monthly Payment = p = $175Rate of Return = r = 5.75 / 12%Time = t = 5 * 12 =…

Q: You purchase 100 shares of a no-load mutual fund for $100 per share and sold the shares for $120 per…

A: Percentage return on the investment is the rate of return on the investment. Following is the…

Q: 2. Suppose you invest $1,800 in a mutual fund today and $2,000 in one year. If the fund pays 5%…

A: Future Value is the value of current investments at a certain future date at the assumed…

Q: You invest $1000 dollars in a mutual fund with a 2% front-end load, and an expense ratio of 0.5%. If…

A: Worth of investment refers to the amount invested less all expenses and load on the investment for…

Q: State your answer as a percentage rounded to 1 decimal place. [Only give the numerical answer. Do…

A: Future value of amount includes the amount being deposited over the period of time and amount of…

Q: You want to go to Europe 5 years from now, and you can save $3,800 per year, beginning one year from…

A: Future value of ordinary annuity is calculated when regular payments are made at the end of each…

Q: You are an employee that earns 20,000 per month. Assuming that you want to invest half of the amount…

A: The future value of the investment can be found by using the compound amount formula. The same is as…