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Loaded-Up Fund charges a 12b-1 fee of 0.75% and maintains an expense ratio of 0.50%. Economy...

Loaded-Up Fund charges a 12b-1 fee of 0.75% and maintains an expense ratio of 0.50%. Economy Fund charges a front-end load of 3.0%, but has no 12b-1 fee and an expense ratio of 0.25%. Assume the rate of return on both funds’ portfolios (before any fees) is 9% per year.

How much will an investment of $1,000 in each fund grow to after: (Round your answers to 2 decimal places.)

a. 1 year (Loaded-Up Fund and Economy Fund)

b. 3 years (Loaded-Up Fund and Economy Fund)

c. 10 years (Loaded-Up Fund and Economy Fund)

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Home nert Page Layout Formulas Data Review View dd-Ins s Cut aCopy Σ AutoSum ー E ゴWrap Text в 1 프 . Ej-., Δ. : rーー 逻锂函Merge & Center. $, % , 弼,8 Conditional Format eCell Insert Delete Format Sort &Find & 2 ClearFe Select Edting Format Painter Formatting, as Table w styles. ▼ ㆆ ▼ Clipboard AF80 AB Alignment Number Cells AC AD AE AF AG AH Al Al AK AL AM AN AO AP 62 63 64 65 LOADED FUND NO FRONT LOAD FORMULA INVESTMENT (1-FRONT LOAD) (1+RETURN -(12b-1 fee EXPENSES))An 1 YEAR 3 YEARS- 10YEARs- 67 68 69 70 71 72 73 74 75 76 1077.50 1250.98 2109.47 1000(1-0)*(1+9%-(0.75% +0.5%) 1000(1-0)*(1+9%-(0.75% + 0.5%))^3 1000*(1-0)*(1+9%-(0.75%+0.5%))^10 ECONOMY FUND NO 12b-1 FEE FORMULA INVESTMENT (1-FRONT LOAD) (1+RETURN -(12b-1 fee EXPENSES))An 1 YEAR 3YEARS- 1O YEARS- 105488 1247.55 2244.21 1000(1-3%)*(1+9%-(0% + 0.25%) 1000(1-3%)*(1+9%-(0% +0.25%))13 1000(1-3%)*(1+9%-(0% +0.25%))^10 78 79 80 (4 トト1 | HIGH LOW TARGET PRICE STOCK DIV | NAV HEDGE FUND ME EV PE EPS DIV , ABNORMAL , APV ROSS deberk MARGIN MONEY al tax PB ROPİ

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