Identify 3 potential sources of return to mutual fund investors and briefly discuss how each could affect total return to shareholders. Explain how the discount or premium of a closed-end fund can also be treated as a return to investors.
Answer to relevant QuestionsDiscuss the various types of risk to which mutual fund shareholders are exposed. What is the major risk exposure of mutual funds? Are all funds subject to the same level of risk? Explain. Describe a back-end load, a low load, and a hidden load. How can you tell what kinds of fees and charges a fund has? A year ago, an investor bought 200 shares of a mutual fund at $8.50 per share. Over the past year, the fund has paid dividends of $0.90 per share and had a capital gains distribution of $0.75 per share. a. Find the ...What role, if any, do an investor's personal characteristics play in determining portfolio policy? Explain. Why is Jensen's measure (alpha) generally preferred over the measures of Sharpe and Treynor for assessing portfolio performance? Explain.
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