Considering a $100,000 investment in a mutual fund that offers class A and Class B shares. Class A: 5% front-end load; 3% back end load

Class B: 1% annual 12b-1 fees


Question One: What would your investment be worth after 3 years assuming a 5% annual rate of return for Class A? What would it be worth for Class B?


Question Two: What would your investment be worth in each type of share class after 20 years if you assume a 8% annual rate of return?

Answer rating: 100% (QA)

To calculate the worth of the investment after a certain number of years we need to consider the imp... View the full answer