Carlo Elise is adapting the cost averaging in investment. He decided to invest in a mutual fund for 6 months with a monthly investment of P3,000.00, The initial shares price of the fund was listed at P100 then increases by 5% every month for a year. Compute for the average price using cost-averaging method.

Q: Please provide detailed explanation: #5 Sarah Mix decides to invest $500 per month in three funds,…

A: Mutual fund is like an investment in various types of securities. When an investor purchases a…

Q: A client wants to make a yearend charitable donation of $10,000 from her portfolio of stocks and…

A: Data given:: Donation amount = $10,000 Portfolio of stocks and bonds =$400,000 Mean expected return…

Q: Mr. Ahmed aged 62 is the father of Mr. Moosa aged 28. Ahmed is the retired employee of Bank Nizwa…

A: Solution Step (1) The return on a project that's a 'safe' project is kind of less. the real rate of…

Q: You have $16,000 to invest in a mutual fund with an NAV = $45. You choose a fund with a 4 percent…

A: Rate of return is the annual income generated from the investment expressed in percentage terms.

Q: 1. How much money did we invest in total? 2. How much money will we have in total at the end of all…

A: Future Value: It is the value of an investment over a period of time at a future date and the…

Q: Gagandeep  has $9,540 in her Moosa investment account. Find the simple interest rate required for…

A: Interest means the extra amount which we received because of investment made and will be paid in…

Q: Mutual funds charge their clients an “expense ratio” for managing yourfunds. A 1.5% annual expense…

A: The future value is the future worth of cash flow at a certain rate of interest after a certain…

Q: At age 28 you invest P 25,000 into a mutual fund. If the fund averages a 7% annual return, your…

A: Using an appropriate discount rate or CVF, compounding is a strategy for calculating the future…

Q: Elise is adapting the cost averaging in investment. He decided to invest in a mutual fund for 6…

A: In the given problem we need to compute the price of mutual fund units every month, then basis that…

Q: Carlo is adapting the cost averaging in investment. She decided to invest in a mutual fund for 6…

A: We need to compute the price of mutual fund unit every month, basis that we can calculate no. of…

Q: ou decide to contribute to a mutual fund that averages 3.6% return per year. If you contribute $600…

A: Formula: Future value of annuity = Annuity amount x [ ( 1 + r )n - 1 ] / r N = Number of years R =…

Q: An investor purchases segregated funds for a total cost of $60,000. After 4 years, the segregated…

A: Note: I am supposed to provide the solution of first question. Please repost the remaining question…

Q: You can earn thousands of dollars more from your mutual funds. The secret is to purchase​ no-load…

A: Commission =6%Investment=$20000Commission=$20000×6%=$1200Number of period=9 yearsFuture…

Q: A pension fund manager decides to invest a total of at most ​$35 million in U.S. Treasury bonds…

A: Total amount for investment is $35million Interest rate on US Treasury bond is 3% Interest rate on…

Q: ) Your best friend has asked to assist him in making the best investment out of the following…

A: to see whether the project is attractive or not one needs to the present value of the particular…

Q: Nurul Jannah is a Financial Risk Manager in a large offshore bank in Labuan. She intends to buy…

A: In Side ways market price of stock moves within a horizontal range, they don't oscillate much. Hence…

Q: You have been hired to run a pension fund for TelDet Inc, a small manufacturing firm. The firm…

A: Calculate the value in 10 years as follows:   a. value in 10 years = Future value of 5 year cash…

Q: Suppose that you initially invested $10,000 in the Stivers mutual fund and $5,000 in theTrippi…

A: Holding Period Return = (Value at end - Investment)/Investment Holding Period Return =…

Q: You have invested P100,000 in a mutual fund that promises to pay 8% each year. You will keep this…

A: Mutual funds are the investment vehicles where a manager collects capital from multiple investors…

Q: An investor purchases a mutual fund for $60. The fund pays dividends of $1.20, distributes a capital…

A: A mutual fund is a company that pools money from many investors and invests the money in securities.

Q: You purchase 100 shares of a no-load mutual fund for $100 per share and sold the shares for $120 per…

A: Percentage return on the investment is the rate of return on the investment. Following is the…

Q: The aqua liquid money market mutual fund has nav $1 per share. During the year asset held by the…

A: Mutual Fund NAV is $1 per share Invested amount is $30,000 (start of the year) Fund appreciation…

Q: You have invested P100,000 in a mutual fund that promises to pay 8% each year. You will keep this…

A: Future value of the present amount With present value (PV), interest rate (i) and period (n), the…

Q: A pensioner is expecting a lump sum of GHC 200,000 when she goes on pension next year and is…

A: The evaluations of the investment funds and the securities in an important technique of portfolio…

Q: You invested in the​ no-load Best Mutual Fund one year ago by purchasing 900 shares of the fund at…

A: Purchase price (NAV0) = $19.44 Dividend (D) = $1.88 Capital gain (C) = $2.12 NAV at the end of year…

Q: Devon invested $10,500 in three different mutual funds. A fund containing large cap stocks made a…

A: Let x= Amount invested in large cap stock y= Amount invested in real estate fund z= Amount invested…

Q: You are an employee that earns 20,000 per month. Assuming that you want to invest half of the amount…

A: The future value of the investment can be found by using the compound amount formula. The same is as…

Q: If an investor buys shares in a no-load mutual fund for $30 and after five years the shares…

A: The question is based on the concept of Security valuation

Q: Alice is a Financial Risk Manager in a large offshore bank in Kuala Lumpur. She intends to buy…

A: Stocks Current Valuation = 15 million Time period after which funds will be received = 3 months

Q: You have just invested a one-time amount of $5,000 in a stock-based mutual fund. This fund should…

A: Given Information, Amount Invested = $5,000 Interest rate =9% Time Period =35 years  To Find:…

Q: Mr. Ahmed aged 62 is the father of Mr. Moosa aged 28. Ahmed is the retired employee of Bank Nizwa…

A: Solution- Step (1) The come back on a project that is a safe project is kind of less. the real rate…

Q: c) This same trader has decided to set up a sinking fund for the purpose of purchasing a truck in 2…

A: Sinking Fund is a fund that is kept aside or borrowed to pay off a debt or a loan. It helps the…

Q: On August 1st, 2013, Joseph invested $18,000 in a fund that was growing at 4% compounded quarterly.…

A: a. First, calculate the number of days from August 1, 2013, to March 22, 2014: Total number of…

Q: oday, you invest a lump sum amount in an equity fund that provides an 12% annual return. You would…

A: The question is based on the concept of calculation of present  value with compounding effect of…

Q: what would be the​ HPR?

A: Holding period return (HPR) is the return which is earned by the company by holding a security for a…

Q: What is the net asset value at the start and end of the year? What is the rate of return for an…

A: Accounting rate of return compares average profit with average investment and express profit as a…

Q: Suppose you invest $5,000 into a mutual fund that is expected to earn a rate of return of 7%. The…

A: Mutual Fund is an investment option where large number of investors put their investment amount…

Q: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,300shares of the…

A: Purchase amount = 1300*17.05 = 22165 Purchase amount after load = 22165*(1+1%) = 22386.65   Sale…

Q: Suppose that at the beginning of Year 1 you invested $10,000 in the Stivers mutual fund and $5,000…

A: When all the sum of the observations is divided by its observations is referred to as Mean or…

Q: You have $5,000 to invest You are comparing two investment funds. Fund A returns 4%/yr compounded…

A: The time value of money (TVM) concept is widely used to analyze and determine the worth of money in…

Q: You invested in the​ no-load Best Mutual Fund one year ago by purchasing 900 shares of the fund at…

A: Given That: Opening NAV= $19.44 per share Closing NAV=​$21.36 per share Dividend=$1.88 Capital Gain=…

Q: The Wildwood Fund sells Class A shares with a front-end load of 3.5% and annual operating expenses…

A: Question is based on the concept of Mutual fund

Q: You received $2,500 at your graduation party and have decided to invest it in a stock index fund…

A:

Q: If you invest P5,000 in a mutual fund with a total annual return (interest rate) of 8% and you…

A: Amount invested(PV) is P 5,000 Interest rate(rate) is 8% Time period is 5 year. To Find: Value of…

Q: Twelve months ago, you purchased the shares of a no-load mutual fund for $22.35 per share. The fund…

A: Given in the question, The purchase price of the share =  $22.35 per share  Cash dividends = $0.70…

Q: You make single investment of $500 in mutual fund earning 8% annual interest which is compounded…

A: Future Value: It is the  worth of an investment  or resource on a particular date from here on out,…