Question: A year ago the Really Big Growth Fund was being
A year ago, the Really Big Growth Fund was being quoted at an NAV of $21.50 and an offer price of $23.35. Today, it’s being quoted at $23.04 (NAV) and $25.04 (offer). What is the holding period return on this load fund, given that it was purchased a year ago and that its dividends and capital gains distributions over the year have totaled $1.05 per share?
Relevant QuestionsThe All-State Mutual Fund has the following 5-year record of performance: Find this no-load fund’s 5-year (2009–2013) average annual compound rate of return. Also find its 3-year (2011–2013) average annual compound ...What is a problem investment? What questions should one consider when analyzing each investment in a portfolio? What role do an investor's portfolio objectives play in constructing a portfolio? What role could an asset allocation fund play? What makes an asset allocation scheme effective? Your portfolio returned 13% last year, with a beta equal to 1.5. The market return was 10%, and the risk-free rate 6%. Did you earn more or less than the required rate of return on your portfolio? (Use Jensen’s measure.)
Post your question