Carlo is adapting the cost averaging in investment. She decided to invest in a mutual fund for 6 months with a monthly investment of P4,500.00. The initial shares price of the fund was listed at P200 then decreases by 5% every month for a year. Compute for the average price using cost-averaging metho

Q: On January 1, 1988, Antonio invests $9,300 in an investment fund. On January 1, 1989 his balance is…

A: The time weighted return for an investment period needs to be shown as a function of the balance.

Q: Bylo Selhi wants to know how many years it will take for his mutual fundinvestment of $50,000 to…

A: INTEREST RATE 12% PMT 0 PRESENT VALUE 50000 FUTURE VALUE 500000

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: A fund is to created by investing 900 at the end of every month for 9 years. IF money is worth 9%…

A: Monthly investment (C) = 900 Annual interest rate = 9% Monthly interest rate (R) = 9%/12 = 0.75%…

Q: Suppose that you have $9,000 in a rather risky investment recommended by your financial advisor.…

A: Initial Amount Invested = $ 9000  First year downfall in Invested amount = $ 9000 * 40% = $ 3600…

Q: Herb E. Vore is considering investing in a Salad Stop franchise that requiresan initial outlay of…

A: a) I concur with Herb since the franchisor neglecting the time-value of money and in case Herb did…

Q: A person wants to invest $12,000 for 2 years and is considering two different investments The first…

A:

Q: Jacqueline invested $51,400 in a mutual fund at 3.2% compounded monthly. After two years the…

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

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: Suppose that you have $9,000 in a rather risky investment recommended by your financial advisor.…

A: it is given that Investment - $9000 1st yr – -40% Second yr - +50% Financial advisor says there is…

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: financial manager wants to invest $50,000 for a client by putting some of the money in a low-risk…

A: Interest on investment depends on the prevailing interest rate and period of deposit done and weight…

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: A graduating CE is going to make $35,000/yr with Granite Construction. A total of 10% of the CE…

A: First deposit in mutual fund (D) = 10% of $35000 = $3500 Growth rate in deposits (g) = 3% n = 30…

Q: Yamaha Growth Fund has an expense ratio of 1.83%. If you invest $55,000 in this fund, what is the…

A: Expense ratio is the percentage of the fund’s asset which is used for administrative and operating…

Q: Consider the two savings plans below. Compare the balances in each plan after 12 years. Which person…

A: Time Period is 12 years Deposits of Yolanda is $350 per month Deposits of Zach is $4,200 per year…

Q: Sarah deposited $26,500 into a fund at the beginning of every quarter for 16 years. He then stopped…

A: Compound interest= p*(1+r%/n)^tn A.)  Around $358903 stacked up at the end of 16th year.

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: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,100shares of the…

A: Solution:- Compound rate of return means the annual rate of return earned. We know, amount at…

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: Austin invested $22,500 in a mutual fund at 4.6% compounded annually. After 4 years, the interest…

A: The future value function or concept can be used to determine the future value of a present sum or…

Q: . What would you tell her? Round FVA-factor to four decimal places. Round the answer to the nearest…

A: Information Provided: Annual payment = $2000 Term = 23 years Interest rate = 6%

Q: Morgan Quincy wants to withdraw $36,300 each year for 14 years from a fund that earns 11% interest.…

A: Given: Annual payment = $36,300 Interest rate = 11% Years = 14 years.

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: Sandra has at most $100,000 to invest in stocks, bonds, and money market funds. She expects annual…

A: To find the maximum return, linear programming problem will be setup in Excel and solved by excel…

Q: Alexa plans to invest $50,000 in a mutual fund that requires either a 4% front-end load or a 4%…

A: Mutual Fund Mutual funds refer to the type of investment that invests money in different risky as…

Q: Riley invests to a 7-year mutual fund. She invests P50,000 that has a net asset value of P1.25 per…

A: The question is based on the concept to find a return from investment in a mutual fund(MF). 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 come back on a project that is a safe project is kind of less. the real rate…

Q: Computing the Future Value of a Single Amount Evans invested $100,000 today in a mutual fund…

A: The mathematical equation for the concept is:

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: Your friend, Kitty Kardashian, of Hidden Hills, CA, bought $5,000 worth of mutual funds with a…

A: Redemption fee = worth of mutual fund x redemption fee%

Q: What was its turnover ratio?

A: A turnover ratio represents the quantity of property or liabilities that a business enterprise…

Q: Davita Spencer is a manager at Half Dome Asset Management. She can generate an alpha of 1.84% per…

A: Solution-a. Zero Explanation- The investor invest regular in portfolio with the positive alpha until…

Q: Raj wanted to invest RM11,200 in an account for 11 months. Find the required interest rate for her…

A: Interest rate refers to the amount which the lender charges to borrower as well as it is the…

Q: The AMD investment company has advertised a new Mutual Fund that has advertised to pay 10 %…

A: Actual Rate: It is the return (gain or loss) made on an investment or portfolio of an investor.…

Q: Four years ago Jonathan had started his saving for his dream holiday in Hawai by putting a lump sum…

A: We will use the concept of time value of money here. As per the concept of time value of money the…

Q: You deposit the following, at the end of each year, into a growth mutual fund that earns 8% per…

A: The future value is the amount that will be received at the end of a certain period. In simple…

Q: After graduating from Baruch, Amal plans on investing $8,000 every year beginning age 25 to…

A: Note: assuming payments are made at the end of age 25 till end of age 64 then value at the beginnig…

Q: A financial adviser is reviewing one of her client's accounts. The client has been investing $1,000…

A: The client is investing $1,000 every quarter for the past two years. Thus, the cash flow diagram…

Q: Trey invested $27,700 in a mutual fund at 4.1% compounded quarterly. After 2 years, the interest…

A: The company uses the futures value method for the purpose of calculating the value that is going to…

Q: Your friend, Kitty Kardashian, of Hidden Hills, CA, bought $7,000 worth of mutual funds with a…

A: In mutual fund there is redemption fee which goes on decreasing as time goes on.

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

A:

Q: An investor has at most $10,000 to invest in government bonds, mutual funds, and money market funds.…

A: A government bond is a debt security issued by government bodies to raise long-term debt funds. A…

Q: A pension fund manager decides to invest a total of at most $30 million in US treausry bonds paying…

A: Profit or interest maximization is the process of finding out the maximum profit while keeping…

Q: Consider that Adjovi Hevi placed GHS 12,525 in Mutual Fund for the next 15 years. She is to earn a…

A: The mutual fund is an investment avenue that pools funds from individual investors and invests such…