VFINX (vanguard 500 index fund)- what are the fund's management fee, load fee, exit fee, and 12b-1

Expert Solution

Vanguard 500 index fund is a passive fund which will be replicating the standard and poor index 500 and it will be providing return in line with the standard and poor 500 index.

The management fees of the Vanguard 500 index fund is .14 % of the total value of investment

The 12b-1 distribution fee of Vanguard 500 is .01% of the total value of asset

Entry load and exit load of the fund is around .02 % which is lower comparatively in comparison to active funds.

jeff jeffy answered 2 years ago

For VFINX (Vanguard 500 Index Fund), what is the fund's management fee, load fee, exit fee, and 12b-1?

please add a short analysisFor VFINX (Vanguard 500 Index Fund), what is the fund's management fee, load fee, exit fee, and 12b-1?

You are considering an investment in a mutual fund with no load,a 12b-1 fee of...

You are considering an investment in a mutual fund with no load, a 12b-1 fee of 0.35%, an expense ratio of 0.23%. You can invest instead in a bank CD paying 5% interest. If you plan to invest for 9 years, what annual gross 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.Round your answer to 4 decimal places. For example, if your...

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...

For VFINX (Vanguard 500 Index Fund), what is its assets under management (AUM)?

please write a short analysisFor VFINX (Vanguard 500 Index Fund), what is its assets under management (AUM)?

a. Describe the following: front-end load, back-end load, level load, 12b-1 fee, management fee. b. Why...

a. Describe the following: front-end load, back-end load, level load, 12b-1 fee, management fee. b. Why do mutual funds have different classes of shares? c. What are the advantages of an ETF relative to open-end and closed-end investment companies?

Which of the following is NOT a mutual fund charge/fee A. 12b-1 charges B. Front-End load...

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

VFINX's (Vanguard 500 index fund) annual turnover rate and the portfolio manager's education

VFINX's (Vanguard 500 index fund) annual turnover rate and the portfolio manager's education.

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...

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...

Question