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Chapter 15 Assignment - Mutual and Exchange Traded Funds GRADED Due Today at 11:59 PM MDT 5. Comparing loads and fees Maria wants to buy
Chapter 15 Assignment - Mutual and Exchange Traded Funds GRADED Due Today at 11:59 PM MDT 5. Comparing loads and fees Maria wants to buy shares in a mutual fund and has narrowed her selection to the following four funds. Answer the Aa Aa questions below to help assess each fund in terms of the fees each charges Fund NAV Net Chg. YTD % Ret IntRA r 23.77 0.09 GMAR r 40.81 0.23 BRRTn 39.21 0.32 MinT p 17.32-0.01 5.5 8.0 9.1 2.6 Suppose BRRT charges a commission of 2%. This $2,000 worth of BRRT shares, only $ percentage of the amount invested is equal to an example of a relatively low-load fund. If Maria purchases will actually be invested. This means that the commission-as a The mutual fund MinT is a no-load fund that imposes a initial investment. Funds that charge this type of fee charge these fees on reinvested dividends as well as on the generally be expected to outperform funds that do not Maria is planning on holding her shares for at least a year and wants a fund that will cost her as little in fees as possible. If IntRA charges a deferred sales charge and GMAR charges a redemption fee, then she is best off investing in which of the following funds? in O IntRA O BRRT ? GMAR
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