. Mutual fund performance is reported NET of the expense ratio (e.g. after fees). Do fees explain...
- . Mutual fund performance is reported NET of the expense ratio (e.g. after fees). Do fees explain the performance difference over the short and long-term?
Homework Answers
of course fees explain performance difference over short and long term. let us take an example of mutual fund where we invested 10 $ and return is 10%. in this case our value is 11$ given a condition that there is no fee.
In the same situation, if there is a expense ratio of 1%, then our actual return on 10$ will become 0.89 cents. So, total value becomes 10.89$.
Similar way expense ratio will have impact in short and long term performance. The more the expense ratio, lesser will be short and long term performance.
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. Mutual fund performance is reported NET of the
expense ratio (e.g. after fees). Do fees explain...
as an expense ratio of 0.80 percent per year. Flounder Mutual Fund ratio of 0.30%, but...
as an expense ratio of 0.80 percent per year. Flounder Mutual Fund ratio of 0.30%, but also has a front-end load of 1.00%. Suppose that the has a lower annual rate of re expense turn on both funds is 6%, before fees. How much will a $10,000 investment in each fund grow to after 9 years?
Expense Ratio. Mark owns a mutual fund with a NAV of $32.61 per share and expenses...
Expense Ratio. Mark owns a mutual fund with a NAV of $32.61 per share and expenses of $0.96 per share. What is the expense ratio for Mark's mutual fund? The expense ratio for Mark's mutual fund is % (Round to two decimal places.) our answer in the answer box.
Mutual fund expense ratios include all of the following except? a. Management fees. b. 12b-1 fees....
Mutual fund expense ratios include all of the following except? a. Management fees. b. 12b-1 fees. c. Operating expenses. d. Investment losses. Which of the following is not an investment company? a. Closed-end fund. b. ETF. c. UIT. d. CMO.
please do in excel with explanation if possible 11.1 The average equity mutual fund charges about...
please do in excel with explanation if possible
11.1 The average equity mutual fund charges about 1.5 percent annually as an operating expense ratio. Assuming that the average fund earns 11 percent on a gross basis over a 20-year period, determine how much $10,000 would grow to on a net basis after 20 years.
How do you find the appraisal ratio for a stock and a mutual fund?
How do you find the appraisal ratio for a stock and a mutual fund?
You are considering an investment in a mutual fund with a 5% load and expense ratio...
You are considering an investment in a mutual fund with a 5% load and expense ratio of 0.1%. You can invest instead in a bank CD paying 2% interest a. If you plan to invest for 2 years, what annual rate of return must the fund portfolio earn for you to be better off in the fund than in the CD? Assume annual compounding of returns. (Do not round intermediate calculations. Round your answer to 2 decimal places.) Annual rate...
in a mutual fund with a 7% load and expense ratio of 075%. You can Invest...
in a mutual fund with a 7% load and expense ratio of 075%. You can Invest instead in a bank an CD paying 2% interest. a. If you plan to Invest for 4 years, what annual rate of return must the fund portfollo earn for you to be better off in the fund than in the CD? Assume annual compounding of returns. (Do not round Intermediate calculations. Round your answer to 2 declmal places.) b. What annual rate of return...
Suppose an individual invests $5,000 in a load mutual fund for two years. The load fee...
Suppose an individual invests $5,000 in a load mutual fund for two years. The load fee entails an up-front commission charge of 2 percent of the amount invested and is deducted from the original funds invested. In addition, annual fund operating expenses (or 12b-1 fees) are 0.75 percent. The annual fees are charged on the average net asset value invested in the fund and are recorded at the end of each year. Investments in the fund return 8 percent each...
Suppose an individual invests $40,000 in a load mutual fund for two years. The load fee...
Suppose an individual invests $40,000 in a load mutual fund for two years. The load fee entails an up-front commission charge of 3 percent of the amount invested and is deducted from the original funds invested. In addition, annual fund operating expenses (or 12b-1 fees) are 0.60 percent. The annual fees are charged on the average net asset value invested in the fund and are recorded at the end of each year. Investments in the fund return 5 percent each...
3) Consider a no-load mutual fund with the net asset value (NAV) of $10 at the...
3) Consider a no-load mutual fund with the net asset value (NAV) of $10 at the start of the year. At the end of the year, the mutual fund has $240 million in assets with 22 million shares and its total expense ratio is 1%. 1) What is the NAV at the end of the year? Please take into account the expense ratio.(20points) During the year investors have received income distributions of Si per share and capital gain distributions of...
as an expense ratio of 0.80 percent per year. Flounder Mutual Fund ratio of 0.30%, but also has a front-end load of 1.00%. Suppose that the has a lower annual rate of re expense turn on both funds is 6%, before fees. How much will a $10,000 investment in each fund grow to after 9 years?
Expense Ratio. Mark owns a mutual fund with a NAV of $32.61 per share and expenses of $0.96 per share. What is the expense ratio for Mark's mutual fund? The expense ratio for Mark's mutual fund is % (Round to two decimal places.) our answer in the answer box.
please do in excel with explanation if possible
11.1 The average equity mutual fund charges about 1.5 percent annually as an operating expense ratio. Assuming that the average fund earns 11 percent on a gross basis over a 20-year period, determine how much $10,000 would grow to on a net basis after 20 years.
You are considering an investment in a mutual fund with a 5% load and expense ratio of 0.1%. You can invest instead in a bank CD paying 2% interest a. If you plan to invest for 2 years, what annual rate of return must the fund portfolio earn for you to be better off in the fund than in the CD? Assume annual compounding of returns. (Do not round intermediate calculations. Round your answer to 2 decimal places.) Annual rate...
in a mutual fund with a 7% load and expense ratio of 075%. You can Invest instead in a bank an CD paying 2% interest. a. If you plan to Invest for 4 years, what annual rate of return must the fund portfollo earn for you to be better off in the fund than in the CD? Assume annual compounding of returns. (Do not round Intermediate calculations. Round your answer to 2 declmal places.) b. What annual rate of return...
3) Consider a no-load mutual fund with the net asset value (NAV) of $10 at the start of the year. At the end of the year, the mutual fund has $240 million in assets with 22 million shares and its total expense ratio is 1%. 1) What is the NAV at the end of the year? Please take into account the expense ratio.(20points) During the year investors have received income distributions of Si per share and capital gain distributions of...
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