Amy purchased 100 shares of open-end mutual fund at NAV of $42 per share. She received dividend payment of $2 and capital gain distribution of $4.30 per share during the year. At the end of the year the shares had a NAV of $40 per share. What's her rate of return on this investment? 5.43 % 7.19 % 9.18% 10.24%
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- Give typing answer with explanation and conclusion Jessica had 600 shares of G Fund on January 1. The shares had a value of $22.35. During the year she received $1,080 in dividends and $1,620 in capital gains distributions. Jessica used the funds to purchase new shares at an average price of $18 per share. By the end of the year the shares declined to $15.83 per share. What is her percentage rate of return?Abigail bought 28 shares of stock at $30.00 per share. She received dividends of $49.50 during the year. At the end of the year, her stock was valued at $43.50 per share. What was her ROI (Return on Investment)? $30.00 5.9% O 7.2% $19.50Jessica had 600 shares of G Fund on January 1. The shares had a value of $22.35. During the year she received $1,080 in dividends and $1,620 in capital gains distributions. Jessica used the funds to purchase new shares at an average price of $18 per share. By the end of the year the shares declined to $15.83 per share. What is her percentage rate of return?
- I bought 750 shared for $20.75 a share. At the end of the year I received income dividends of .12/share & capital gains distribution of .06/share. At the end of 12 months the shares sold for $15.75. What is the total return for this fund? What is the percentage of total return?Michele purchased 100 units of an Equity Mutual Fund 3 years ago for $40 per unit. During the three years she received $3 per share in dividend distributions, $2 per share in capital gain distributions, and capital gains of $100 when she sold the fund at the end of three year period. What is the return over the holding period? Show your calculations.A year ago, Kim Altman purchased 220 shares of BLK, Inc. for $39.00 on margin. At that time the margin requirement was 30 percent. If the interest rate on borrowed funds was 7 percent and she sold the stock for $ 47.00, what is the percentage return on the funds she invested in the stock? Round your answer to two decimal places. %
- 5. Jill Stone had 800 shares of High Quality Fund on January 1. Each share had a value of $28.35. During the year she received $380 in dividends and $870 in capital gains distributions. Jill used the funds to purchase new shares at an average price of $25 per share. By the end of the year the shares went up to $47.85 per share. What is her percentage rate of return?An investor purchases 300 shares of a stock at a price of $75 per share. During the year, the investor receives dividends of $2.34 per share and then sells all the shares at the end of the year at a price of $79.60 per share. Calculate the investor's: a. Income b. Capital gain c. Total dollar returnMegan bought 3 lots shares of stock at a price of $15 a share. She used her 60% margin account to make the purchase. Megan sold her stock after a year for $17 a share. She paid $10 transaction fee per transaction and $20 interest fee, what is Megan's return on investor's equity for this investment? O 67.26% 19.00% O 20.74% 10.50%
- Tom had 300 shares of the XYZ Fund on January 1. The shares had a value of GHS23. During the year, he received GHS150 in dividends and GHS450 in capital gains distributions. He used the funds to purchase shares at an average price of GHS25 per share. By the end of the year, the shares were all up to GHS27. What is the percentage of his total return?Estimating Returns. Hunter invested $8,200 in shares of a load mutual fund. The load of the fund is 7%. When Hunter purchased the shares, the NAV per share was $81. A year later, Hunter sold the shares at a NAV of $78 per share. What is Hunter's return from selling his shares in the mutual fund? Hunter's return from selling his shares in the mutual fund is -4.65 %. (Round to two decimal places and include a negative sign where appropriate.)Investment - Total Rate of Return. Isabela purchased 100 shares of Gorman Inc. at $3.15 and sold them a year later at $4.00. With 1% commission rate on each transaction and a dividend of $0.35 per share throughout this year, what was the return on her investment? O a. 11.00% O b. 28.50% O c. 24.47% d. 35.47%