You are going to invest in a stock mutual fund with a front-end load of 5.5...
You are going to invest in a stock mutual fund with a front-end load of 5.5 percent and an expense ratio of 1.59 percent. You also can invest in a money market mutual fund with a return of 2.7 percent and an expense ratio of 0.20 percent. If you plan to keep your investment for 2 years, what annual return must the stock mutual fund earn to exceed an investment in the money market fund? What if your investment horizon is 8 years? (Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places.)
Annual Return
2 years%
8 years%
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You are going to invest in a stock mutual fund with a front-end
load of 5.5...
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund....
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund. The front end load is 2%. The investment return of the fund for the year was 10%. You sell your shares. The redemption fees is 3% and the expense ratio is 4%. What is your return from this mutual fund investment?
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...
You invest in a mutual fund that charges a 3% front-end load, 1% total annual fees,...
You invest in a mutual fund that charges a 3% front-end load, 1% total annual fees, and a 2% back-end load, which decreases 0.5% per year. How much will you pay in fees on a $10,600 investment that does not grow if you cash out after 3 years of no gain?
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...
2. Fund A charges a 2.5% front-end load and maintains an expense ratio of 75%. Fund...
2. Fund A charges a 2.5% front-end load and maintains an expense ratio of 75%. Fund B charges a front-end loan of 3% and an expense ratio of 30%. Assume the rate of return is 12% per year for both the funds. You have $25,000 to invest and you want $72,000 in 10 years for a down payment towards your dream home. Which of these two funds would you invest your money in and why? (1 pts)
You invest $1,000,000 in Fidelity China Fund. The Fund charges a front-end load of 5.75% and...
You invest $1,000,000 in Fidelity China Fund. The Fund charges a front-end load of 5.75% and an annual expense fee of 1.25% of the average asset value over the year. You believe the fund’s gross rate of return will be 11% per year. In one year, what will your investment portfolio be worth in dollar terms?
6) (2 pts) At the end of 2014 you invested $5000 into a mutual fund. You...
6) (2 pts) At the end of 2014 you invested $5000 into a mutual fund. You invested another $3,000 into the mutual fund at the end of 2015. You did not invest any money in 2016 or 2017 and by the end of 2018, the mutual fund investment was worth $11,900. What was the dollar weighted average annual return on your investment? (2 pts) An investment had an average return of 15% and a standard deviation of 20% over the...
Suppose an individual invests $25,000 in a load mutual fund for two years. The load fee entails an up-front commission...
Suppose an individual invests $25,000 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 0.85 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...
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund....
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund. The front end load is 2%. You sell your shares within six months at an NAV of $11 per share. The redemption fees is 3%. What is your return from this mutual fund investment?
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund....
The NAV of a mutual fund is $10 per share. You invest $100,000 in the fund. The front end load is 2%. You sell your shares within six months at an NAV of $11 per share. The redemption fees is 3%. What is your return from this mutual fund investment?
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...
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...
2. Fund A charges a 2.5% front-end load and maintains an expense ratio of 75%. Fund B charges a front-end loan of 3% and an expense ratio of 30%. Assume the rate of return is 12% per year for both the funds. You have $25,000 to invest and you want $72,000 in 10 years for a down payment towards your dream home. Which of these two funds would you invest your money in and why? (1 pts)
6) (2 pts) At the end of 2014 you invested $5000 into a mutual fund. You invested another $3,000 into the mutual fund at the end of 2015. You did not invest any money in 2016 or 2017 and by the end of 2018, the mutual fund investment was worth $11,900. What was the dollar weighted average annual return on your investment? (2 pts) An investment had an average return of 15% and a standard deviation of 20% over the...
Suppose an individual invests $25,000 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 0.85 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...
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