ume that one year ago, you bought 220 shares of a mutual fund for $25 per share and that you received an income dividend of $0.32 cents per share and a capital gain distribution of $1.05 per share during the past 12 months. Also assume the market value of the fund is now $27.50 a share. Calculate the total return for this investment if you were to sell it now. Round answer to 2 decimal pla

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: Suppose your uncle invested $113,000 in an investment 4 years ago. The investment is worth now…

A: The objective of this question is to find out the annual interest rate or rate of return on an…

Q: Answer in Excel Financial Calculations  a. If you are lucky and win $50,000 in a tax-free lottery…

A: Solution a.  Maturity amount = $160,357.77 at the end of 20 years.

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: 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: Suppose you invest $50 each month into a mutual fund. You reinvest distributions. At the end of 5…

A: If you have any questions let me know in comment box thankyou for your question.

Q: A mutual fund has $45 million in assets at the beginning of the year and 1 million shares…

A: NAV stands For Net Asset Value is the value of investment after return and deduction of fees and…

Q: You invested $11,500 at the end of each quarter for 6 years in an investment fund. At the end of…

A: Information Provided: Invested amount = $11,500 Years = 6 Future value of invested amount =…

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: Corporate Fund started the year with a net asset value of $12.50. By year-end, its NAV eq…

A: Net asset value at beginning (NAV0) is 12.50Net asset value at the end (NAV1) is 12.10Distribution…

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: 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: Three investments cost $7,000 each and have the following cash flows. Rank them on the basis of…

A: Capital budgeting is the process by which a corporation examines potential large projects or…

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: 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: You have an investment opportunity that promises to pay you $12,979 in four years. Suppose the…

A: GIVEN VALUES: Present Value: 9,5402Future Value: 12,9793Number of periods (n): 4 years Step 1: The…

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: 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: ↑ 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: 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: You open an account where you deposit $500 today. Further, you deposit $800 at the beginning of next…

A:

Q: . VWhat is your rate of return on this investment? *

A: "Since you have posted multiple questions, we will solve first question for you. If you want any…

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: You invest $ 6,000 in ABC stock . You also borrowed an additional $ 8,000 to increase your…

A: Data given: Own investment                                    = $6,000 Investment from borrowed fund…

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 would like to know how much you need to save and invest monthly to have $1 million in your…

A: Future value is a financial term that refers to the value of an investment or asset at a specific…

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: 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: 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: Consider an investment fund that starts out with £160,000. After one year, the value of the fund is…

A: Here,

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: K Calculate the after-withdrawal future value of $12,000.00 invested for 5 years in each share class…

A: When evaluating the after-withdrawal future value of an investment in each share class over a 5-year…

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: Consider an investment fund that starts out with £160,000. After one year, the value of the fund is…

A: Here,

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: 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: Compute the total and annual returns on the described investment.   Six years after buying 200…

A: Given, Number of shares bought 200 Price per share is $50 Sale value $15000

Q: Jake has $19,000 invested in Vanguard Money Market Mutual Fund for 10 days at a 7-day yield of…

A: 7 day yield = 1.06% n = 10 days Amount invested = $19000

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: A mutual fund sold $58 million of assets during the year and purchased $64 million in assets. If the…

A: The change in the underlying asset of a fund of the portfolio is determined by the turnover ratio.…

Q: You invested $25,000 in a mutual fund at the beginning of the year when the NAV was $33.16. At the…

A: Rate of return for mutual fund holders can be calculated by using equation below