You purchased 1,000 shares of a fund at a price of $20 per share at the beginning of the year. The fund charges a front-end load of 3%. The securities in which the fund invests increase in value by 10% during the year. The fund's expense ratio is 1.3%. What is your rate of return if you sell your shares at the end of the year?

Q: Your bank account pays an interest rate of 8 percent. You are considering buying a share of stock in…

A: If the present value of cash flow is more than the price of the stock then the investment will be…

Q: Assume that Daniel bought 3,000 stock B in the portfolio for total investment of $12,000, now the…

A: The percentage return that an investor is earning from a particular investment in a particular time…

Q: You bought 100 shares of stock at $25 each. At the end of year 1 you received $300 in dividends and…

A: An annual rate of return refers to the rate at which an investment earns profit during a year. When…

Q: Your investment of $450 in Stock A is worth $550 in two years while the investment of $300 in Stock…

A: Annual HPR = (End of period value -Initial Value)/ Initial Value  Annual HPY =((End of Period Value…

Q: Compute the total and annual returns on the following investment.   Nine   years after purchasing…

A: Total Return = (Final value - Initial Value) / Initial Value

Q: 14. You purchased shares in Congo fund that has NAV of $10,000, securities in which the fund invests…

A: Back-end load: It is the fee paid by the investor when shares under mutual funds are sold.

Q: Kunal Nayyar from California, had $50,000 in investments at the beginning of the year that consisted…

A: Weighted average cost of capital WACC gives the firms combined cost of capital, including the…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.68 per share. Several months…

A: The percentage return that an investor is earning from a particular investment in a particular time…

Q: Compute the total and annual returns on the following investment. Twenty years after purchasing…

A: Total Return=$11,700-$6,100$6,100×100=$5,600$6,100×100=91.8%

Q: You purchase 800 shares of stock at a price of $20 per share. One year later, the shares are selling…

A: The capital gain yield is the gain in value of shares without considering the dividend income.

Q: Two years ago, Lizzy Martinez, from Atlanta, GA, invested $1,000 by buying 125 shares (8$ per share…

A: The average costs of shares can be computed by using the total amount of investment in shares made…

Q: Suppose you invested $100 in the Ishares High Yield Fund (HYG) a month ago. It paid a dividend of $2…

A: The dividend amount that is paid to the investors by the company, represented in percentage form is…

Q: 4-The Investments Fund sells Class A shares with a front-end load of 6% and an MER of 1% ADMN3700…

A: Real rate of return: A real rate of return is what is earned on an investment after accounting for…

Q: Suppose you invest $15,000 by purchasing 200 shares of Abbott Labs (ABT) at $40 per share, 200…

A: The question is based on the concept to calculate weight of an asset in the total portfolio, which…

Q: Lee Put $10,000 in the stock market index mutual fund that grew at an average of 7% per year for 10…

A: We need to use the concept of time value of money to solve the question. According to the concept of…

Q: Hayle Corporation has 800,000 common shares outstanding. The capital budget for the upcoming year is…

A: Number of shares that must be sold to obtain the needed funds = capital budget for the upcoming year…

Q: To raise $4,000,000 to expand into new markets, a very successful laptop manufacturing company…

A: Face Value = $4,000,000 Coupon rate = 2.5% Time period = 19 Years

Q: Mr. Jones has $11,000 to invest in three types of stocks, low-risk, medium-risk, and high-risk. He…

A: The problem is to decide the amount of investment allocation to low risk, medium risk and high risk…

Q: 6. Suppose that at the start of the year, a no-load mutual fund has a net asset value of $27.15 per…

A: a. The starting NAV per share is $27.15. The ending NAV per share is $30.34. Thus, capital gain per…

Q: To raise $5,000,000 to expand into new markets, a very successful laptop manufacturing company…

A: Periodic cost of the debt here will be the periodic interest paid and the amount deposited in the…

Q: Assume that you bought 200 stock B in your portfolio for total investment of $1200, nowthe market…

A: Investment = 1200 Number of shares bought = 200 Purchasing Price of stock = Investment / Number of…

Q: You bought a stock at $90 last year. After one year, you received a dividend of $5.00, and then sold…

A: Rate of Return on Investment = ( Sell Price - Purchase Price + Dividend Received ) / Purchase Price…

Q: Six months ago, you purchased 1,100 shares of ABC stock for $21.20 a share and have received total…

A: Number of shares (N) = 1100 Purchase price (P0) = $ 21.20 Total dividend payments per share (D) = $…

Q: You invest $10,000 in a stock and hold the stock for 3 years. Over the 3 year period, your…

A: value of the stock = investment*(1+gm)^3

Q: What is the “total return” on your investment?  (remember, total return is more than ju

A: Purchase price=$10 selling price $11 dividend paid $1

Q: You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5…

A: Given: Purchase price = $50 Front end load = 5% Dividend per share = $2 Increase in value = 15%

Q: You are an experienced investor in the securities market and you have established an investment…

A: Given: Shares bought = 2,000 Price = $95 Dividend per share = $3 Current market value = $235,000

Q: Suppose you have $10,000 in cash to invest. You decide to sell short $5000 worth of Earlham stock…

A: Investment amount = $10000 Short sell amount = $5000 Treasury bill interest rate = 5% P0 = $40 P1 =…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.88 per share. Several months…

A: Return on Investment (ROI):-It is the ratio that is calculated by dividing profit earned on an…

Q: You purchase 800 shares of stock at a price of $20 per share. One year later, the shares are selling…

A: The capital gains yield is calculated as change in share price over the holding period divided by…

Q: You have been purchasing $12,000 worth of stock annually for the past eight years and now have a…

A: Given, Annual payment = $12,000 Future value = $87,881 Period = 8 years

Q: Golden Investment Company paid $2.00 per share in common stock dividends last year. The company's…

A: The valuation of the stocks could be made on the basis of dividend discount model. This model states…

Q: Today, you sold your Riot Blockchain, Inc stock (ticker: RIOT) for $54.5/share. Last year, you paid…

A: Total return consists of dividend gains and capital gains.

Q: What is your total percentage return on this investment? What is your total dollar return on this…

A: The expected return of investment refers to the return that is anticipated on an investment.…

Q: You purchased a total of $10,000 in bond funds. The JP Morgan Emerging Markets bond fund costs $100…

A: It is assumed that Person purchased X shares of JP Morgan Emerging markets fund and Y shares of The…

Q: You bought 100 shares of IBM stock last year for $75, you received a $7 per share divided during the…

A: The dividend yield on investment is the percentage of dividend received based on the current price…

Q: If you invest $40,000 in a stock whose value grows at 2% per year, your investment is nearest what…

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

Q: Devon invested S17,000 in three different mutual funds. A fund containing large cap stocks made a…

A: Let a be the amount invested in large-cap stocks Let b be the amount invested in the real estate…

Q: What is your holding period return on this investment?

A: Holding Period Return: It is the return generated by the asset or portfolio over the period of asset…

Q: You bought 400 shares of Heavy Metal Inc. at ₱300 per share over the year, you received ₱75 per…

A: Percentage return=selling price+dividendbuying price-1

Q: Suppose you invested $100 in the Ishares High Yield Fund (HYG) a month ago. t paid a dividend of $2…

A: Given: Opening investment = 100 Dividend = 2 Closing investment = 95

Q: Seven months ago, you purchased 400 shares of stock on margin. The initial margin requirement on…

A: The conceptual formula used: