Question
In: Finance
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.65%. Economy...
|
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.65%. Economy Fund charges a front-end load of 2%, but has no 12b-1 fee and an expense ratio of 0.35%. Assume the rate of return on both funds’ portfolios (before any fees) is 6% per year. |
| a. |
How much will an investment of $100 in each fund grow to after 1 year? (Do not round intermediate calculations. Round your answers to 2 decimal places.) |
| Loaded-Up Fund | $ |
| Economy Fund | $ |
| b. |
How much will an investment of $100 in each fund grow to after 3 years? (Do not round intermediate calculations. Round your answers to 2 decimal places.) |
| Loaded-Up Fund | $ |
| Economy Fund | $ |
| c. |
How much will an investment of $100 in each fund grow to after 12 years? (Do not round intermediate calculations. Round your answers to 2 decimal places.) |
| Loaded-Up Fund | $ |
| Economy Fund | $ |
Solutions
jeff jeffy answered 8 months agoRelated Solutions
Loaded-up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.90%. Economy...
Loaded-up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.90%. Economy Fund charges a front-end load of
2%, but has no 12b-1 fee and an expense ratio of 0.10%. Assume the
ratio of return on both funds' portfolios (before any fees) is 5%
per year.
How much will an investment of $100 in each fund grow after 1
year?
How much will an investment of $100 in each fund grow after 2
years?
loaded-up fund...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.70%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.70%. Economy Fund charges a front-end load of
2%, but has no 12b-1 fee and an expense ratio of 0.30%. Assume the
rate of return on both funds’ portfolios (before any fees) is 7%
per year.
a. How much will an investment of $100 in each
fund grow to after 1 year? (Do not round intermediate
calculations. Round your answers to 2 decimal places.)
Loaded-Up Fund...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.75%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.75%. Economy Fund charges a front-end load of
2%, 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 6%
per year.
a. How much will an investment of $100 in each
fund grow to after 1 year? (Do not round intermediate
calculations. Round your answers to 2 decimal places.)
Loaded up...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.80%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.80%. Economy Fund charges a front-end load of
2%, but has no 12b-1 fee and an expense ratio of 0.20%. Assume the
rate of return on both funds’ portfolios (before any fees) is 10%
per year.
a. How much will an investment of $100 in each
fund grow to after 1 year? (Do not round intermediate
calculations. Round your answers to 2 decimal places.)
Loaded-Up Fund...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.90%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.90%. Economy Fund charges a front-end load of
2%, but has no 12b-1 fee and an expense ratio of 0.10%. Assume the
rate of return on both funds’ portfolios (before any fees) is 5%
per year.
a.
How much will an investment of $100 in each fund grow to after 1
year? (Do not round intermediate calculations. Round your
answers to 2 decimal places.)
Loaded-Up Fund...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.75%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.75%. Economy Fund charges a front-end load of
2%, 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 7%
per year.
a.
How much will an investment of $100 in each fund grow to after 1
year? (Do not round intermediate calculations. Round your
answers to 2 decimal places.)
Loaded-Up Fund...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.60%. Economy...
Loaded-Up Fund charges a 12b-1 fee of 1% and maintains an
expense ratio of 0.60%. Economy Fund charges a front-end load of
2%, but has no 12b-1 fee and an expense ratio of 0.40%. Assume the
rate of return on both funds’ portfolios (before any fees) is 5%
per year.
a. How much will an investment of $100 in each
fund grow to after 1 year? (Do not round intermediate
calculations. Round your answers to 2 decimal places.)
Loaded-up Fund:...
Vora Fund charges a 12b-1 fee of 1% and maintains an expense ratio of 0.65%. Vora...
Vora Fund charges a 12b-1 fee of 1% and maintains an expense
ratio of 0.65%. Vora fund charges a front-end load of 2%, but has
no 12b-1 fee and an expense ratio of 0.35%. Assume the rate of
return on both funds’ portfolios (before any fees) is 6% per
year.
a. How much will an investment of $100 in each
fund grow to after 1 year? (Do not round intermediate
calculations. Round your answers to 2 decimal
places.)
Loaded-Up Fund...
James is considering an investment in a no-load mutual fund; the fund charges a 12b-1 fee...
James is considering an investment in a no-load mutual fund; the
fund charges a 12b-1 fee of 0.5% per year as well as an operating
expense ratio of 1% per year. Alternatively, he can invest instead
in a bank saving account paying 7% interest. If he plans to invest
for five years, and the mutual fund promise that the fund portfolio
will earn 8% per year in the first three years, then what annual
rate of return must the fund...
3. Which of the following is NOT a mutual fund charge/fee A. 12b-1 charges B. Front-End...
3. Which of the following is NOT a mutual fund charge/fee
A.
12b-1 charges
B.
Front-End load
C.
Back-End load
D.
Prepayment fee
5.
Brian Griffin selects stocks for his portfolios by actively
searching for undervalued stocks and then buying them. He doesn't
try to spread his portfolio across asset classes, sectors or
industries. The strategy that Brian is following is called
A.
Bear Spread
B.
Bull Spread
C.
Top-down
D.
Bottom-up
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