chapter 13

financial plan exercise 1

estimating cost and Mutual funding investment

use the mutual fun quotes in the table below, and assume that you can buy these funds at their quoted NAVs

Oper-end mutual fund price quotes, fees, and return performance may be obtained online. The information here is from The Wall Street Journal. How much would you have to pay to buy each of the following funds? According to the quotes, which of these four funds have lood fees and what are they? if there are no load fees, enter zero. Do not leave any cells blank: Family/Fund Price to Purchase Load Fees Fund a. American Century Emerging Markets Fund (AEMMX) b. American Century Core Plus Fund (ACCQX) c. American Century international Bond Fund (AIBDX) d. Artisan Mid-Cap Value Fund (ARTQX) Which one of the funds has the highest year-to-date return? Akrax Which one of the funds has the lowest year-to-date return? Aerga 4