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Assignment. Chapter 13 Investing in Mutual Funds, ETFs, and Real Estate FUND NAV NET CHG 0,03 YTD RET 3.0 MinTp 0.13 5.9 IRA PEIN Topla

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Assignment. Chapter 13 Investing in Mutual Funds, ETFs, and Real Estate FUND NAV NET CHG 0,03 YTD RET 3.0 MinTp 0.13 5.9 IRA PEIN Topla 17.32 15.77 40.81 39.21 0.22 0.36 9.5 ANDREW: After some research, I've narrowed it down to these four funds, but can you explain to me the relationship between 120-1 fees and fund performance? BETH: Generally, funds that charge 125-1 fees, such as Mint Pi outperform funds that do not charge these fees. ANDREW: What about front-end load fees? For example, suppose ToplA has a front-end fond fee of 64, when do I pay this fee? BETH f you purchase 100 shares of this fund at the NAV, you will pay a commission of ], but when you sell these shares you wil pays in front-end fees ANDREW: It sounds like these fees could start to add up. What's the most I can expect to pay in fees? BETW: tra fund charges a 2.5 front-end load and a 2,5% 12-1 foe, then it can charge a maximum of only charges without violating the cap. % in back-end food ANDREW: Thanks This was really helpful. So it sounds like you'd recommend looking for funds whenever possible Grade It Now Save & Continue Continue without saving Shonbio CD Assignment. Chapter 13 Investing in Mutual Funds, ETFs, and Real Estate FUND NAV NET CHG 0,03 YTD RET 3.0 MinTp 0.13 5.9 IRA PEIN Topla 17.32 15.77 40.81 39.21 0.22 0.36 9.5 ANDREW: After some research, I've narrowed it down to these four funds, but can you explain to me the relationship between 120-1 fees and fund performance? BETH: Generally, funds that charge 125-1 fees, such as Mint Pi outperform funds that do not charge these fees. ANDREW: What about front-end load fees? For example, suppose ToplA has a front-end fond fee of 64, when do I pay this fee? BETH f you purchase 100 shares of this fund at the NAV, you will pay a commission of ], but when you sell these shares you wil pays in front-end fees ANDREW: It sounds like these fees could start to add up. What's the most I can expect to pay in fees? BETW: tra fund charges a 2.5 front-end load and a 2,5% 12-1 foe, then it can charge a maximum of only charges without violating the cap. % in back-end food ANDREW: Thanks This was really helpful. So it sounds like you'd recommend looking for funds whenever possible Grade It Now Save & Continue Continue without saving Shonbio CD

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