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1. What will be the value of your investment in Fund X and Y respectively, if the shares are sold after 1 year? * a.

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1. What will be the value of your investment in Fund X and Y respectively, if the shares are sold after 1 year? *
a. $21,337.92; $21,331.2
b. $21,331.2; $21,090
c. $21,109; $21,200
d. $21,109; $21,337.92
e. None of the above
2. What will be the value of your investment in Fund Y and X respectively, if the shares are sold after 3 years? *
a. $26,878.08; $25,984.99
b. $25,205.43; $22,629.30
c. $25,984.99; $26,878.08
d. $22,629.30; $25,205.43
e. None of the above
3. Which fund optimizes your profit after 9 years? *
a. Fund X
b. Fund Y
c. Both funds provide the same profit after 9 years
d. We dont have enough information to answer this question
Using the below given information, answer the following 3 questions: Given below the fees load for funds X and Y: Fund X Fund Y Front-End load 0% 5% Back-End Load 5%* 0% 12B-1 fees 0.5% 0.7% Expense ratio (annually paid) 0.4% 0.3% *These back end-loads will decrease by 1% each year (until fifth year) You will invest $20,000 and expect a rate of return on both funds 12%. Using the below given information, answer the following 3 questions: Given below the fees load for funds X and Y: Fund X Fund Y Front-End load 0% 5% Back-End Load 5%* 0% 12B-1 fees 0.5% 0.7% Expense ratio (annually paid) 0.4% 0.3% *These back end-loads will decrease by 1% each year (until fifth year) You will invest $20,000 and expect a rate of return on both funds 12%

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