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36. (a) An environmentally-friendly balanced mutual fund began the year with a net asset value (NAV) of $12.25 per share. During the year it received

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36. (a) An environmentally-friendly balanced mutual fund began the year with a net asset value (NAV) of $12.25 per share. During the year it received $1.00 dividend and interest income, $0.75 in capital gains. Sixty percent of (divided) income and all of the capital gain were distributed to shareholders. Calculate the year-end NAV (b) An aggressive equity mutual fund began the year with a net asset value (NAV) of $6.50 per share. During the year it received $0.15 dividend income, $1.25 in realized capital losses, and $0.50 in unrealized capital gains. Ninety percent of the (dividend) income was distributed to shareholders. Calculate the year-end NAV (c) Find the rates of return in the mutual funds described in parts (a) and (b). 37. (a) ou invested $10,000 10 years ago into Fly-By-Night Fund which has reported performance (average annual total return) of 11% over this 10-year period. The front end load of 3%, an expense ratio of 2% were charged what would your ending wealth position be? (b) A S60,000 fund grows to $183,541.14 in 8 years. What was the fund's (geometric) average total annual return? 38. Global Stock Index is a value weighted index with just 2 stocks in the index: ABC stock and XYZ stock (a) ABC ended 2005 at a price of $55 and had 1 million shares outstanding. XYZ stock ended 2005 at a price of $32 and had 4 million shares outstanding ABC ended 2006 at a price of $58. XYZ stock closed at $35 for 2006. If the base value of Global Stock Index in 2005 was 100, what was its value in 2006 if the index is value-weighted (b) Consider the information in part (a) for the Global Stock Index, and assume that the index is a price-weighted one instead. Calculate the index's rate of return (% change in value during 2006) in this case

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