You have just invested a one-time amount of $5,000 in a stock-based mutual fund. This fund should earn (on average) 9% per year over a long period of time. How much will your investment be worth in 35 years?

Q: Bylo Selhi wants to know how many years it will take for his mutual fundinvestment of $50,000 to…

A: INTEREST RATE 12% PMT 0 PRESENT VALUE 50000 FUTURE VALUE 500000

Q: Suppose you make 30 annual investments in a fund that pays 6% compounded annually. If your first…

A: Annuity-An annuity is a stream of cash flows that exists for a fixed period of time. Depending on…

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: You are considering investing $1,000 in an investment fund at the end of every quarter for the next…

A: As per the time value of money concept, a certain amount held today is worth more than holding the…

Q: You would like to start saving for retirement. Assuming you are now 25 years old and want to retire…

A: Accumulated value at the end of any period of an investment is also called the future value of an…

Q: Suppose you invest $8,000 in a mutual fund in one year and $9,500 in two years. If the fund pays 7%…

A: Investment The process of investing money in financial assets in order to get a return is called…

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: suppose you have $5,000 in a mutual fund in your IRA. Suppose also that you put $4,000 into the…

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

Q: You have just won a lottery that pays out $2.25 million in a lump sum. If you invest this in a…

A: Present Value = pv = $2.25 millionRate of Return = r = 7.5%Time = t = 30 Years

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: 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: 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: Carlo is adapting the cost averaging in investment. She decided to invest in a mutual fund for 6…

A: We need to compute the price of mutual fund unit every month, basis that we can calculate no. of…

Q: Suppose that $18,000 is invested in a bond fund and the account grows to $23,344.74 in 5 yr. a. Use…

A: Continuously compounded interest rate is the interest which is calculated on the principal amount as…

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: If Joe has $1,000 and invests it into a mutual fund that returns 10%, what willI be his Future Value…

A: Future value = Present value*(1+rate)^no of years

Q: Assume that you are 21 and that you will retire in 50 years at age 70. Assume two different saving…

A: Scenario 1:  Payments "PMT" of $1200 is made in the savings account for 10 years at a rate "r" of…

Q: Larry James is planning to invest $25,400 today in a mutual fund that will provide a return of 0.10…

A: We need to find the future value of investment of Mr.Larry James. Future value is the amount reccive…

Q: You are invited to participate in an investment that will increase your wealth by 120% in 8 years.…

A: Rate of return is the amount of profit earned on the investment that is being made initial.

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

A: Here,

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: 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: $4000 in a mutual fund earns 12% every year. How much will the fund be worth in 20 years

A: The Future value is the value of annuity or the cash flows at the future date. The Future value is…

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

A: Here,

Q: 1. You've invested $1,000 in a mutual fund with a 5% front-end load, an expense ratio of 1% and a…

A: Investment amount = $ 1,000Expense ratio = 1%Front end load = 5%Back end load = 5%Annual Return = 8%

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: Mean annual return (to 3 decimals) Stivers % Trippi %

A: First I'm going to list the formulas and then solve them in excel. We can determine the annual…

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…

Q: You have just invested a one -time amount of $4,000 in a stock -based mutual fund. This fund should…

A: Investment = $ 4000 Annual return = 6% Investment period = 28 Years

Q: ou are currently 30 years old and have $25,000 saved in an investment account. You plan to add $200…

A: We need to use FV function in excel to calculate amount in account at the time of retirement. The…

Q: Suppose an investment fund has an interest rate of 3.33% compounded quarterly. How much would an…

A: With number of compounding in a year (m) and annual stated rate (i), the annual effective rate is…

Q: You have mutual funds with an effective APR of 10% and you want to be able to withdraw $3,000 from…

A: The present value of an ordinary annuity is a financial concept that is used to calculate the…

Q: Suppose you are committed to owning a $346,000 Ferrari. If you believe your mutual fund can achieve…

A: The time value of money is the concept that money received today is worth more than the same amount…

Q: An investor plans to invest $500 a year and expects to get a 10.5% return. If the investor makes…

A: Formula to be used,   PV = P[1-(1+r)^-n]/r where, PV=Present value P=Principal amount r=Rate of…

Q: You invested 260 in a mutual fund today that pays 6.3 percent interest annually. How long will it…

A: Present Value = pv = 260Interest Rate = r = 6.3%Future Value = fv = 260 * 2 = 520

Q: growth fund who’s annual rate of return average is 13%. Five years later, you transfer all…

A: in this you have to find out future value of fund and than all amount investment in IRA FUND.

Q: if you invested $3,580 in a mutual fund and 14 years later it's worth $9,247, what annual rate of…

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

Q: You invest $280 in a mutual fund today that pays 5.7 percent interest annually. How long will it…

A: Interest rate = 5.7%Investment amount = 280Future amount = 280*2 = 560 (multiply by 2 as the…

Q: You invest $150 each month (starting today) into a mutual fund. You reinvest distributions. At the…

A: Rate of return. rate of return =

Q: Year Deposit ($) 4,000 3,500 2,500 2,000 1,700 $13,700 12345

A: Growth each year = 11% Future Value factor for growth = (1+11%)^years of investment for 1st deposit…

Q: you have just invested a one time amount of $4,000 in a stock based mutual fund. this fund should…

A: Mutual fund is simply a scheme whose bussiness is to take money from the retail investors and make a…