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e) To discourage short-term investing in its fund, the fund now charges a 5% upfront load and a 2% backend load. The same investor decides

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e) To discourage short-term investing in its fund, the fund now charges a 5% upfront load and a 2% backend load. The same investor decides to put $50,000 back into the fund. Calculate the new number of shares outstanding. Assume the fund manager buys back as many round-lot shares of stock 4 with the cash. (round lot is 100 shares) 1) On January 3rd, the prices at 4:00 PM are: Stock Shares owned Price 1,000 $ 1.92 5,000 2,800 $ 29.08 9,900 67.19 5 3,000 n/a. $5,353.40 Calculate the new NAV. 1 S 51.18 AN $ $ 4.51 cash b) An investor sends une un CCUK TUJU. NI SIR MURI new number of shares and price/share. Assume the manager purchases 1,800 shares of stock 3, and the rest is held as cash, he rest is helde c) On January 2nd, the prices at 4:00 PM are: Stock Shares owned Price 1 1,000 $ 2.03 2 5,000 $51.37 3 2,800 $29.08 4 10,000 $67.19 5 3,000 $ 4.42 cash n/a. $ 2408 Calculate the net asset value (NAV) for the fund. d) Assume the new investor then sells the 420 shares. What is his profit? What is the daily return? The fund sells 800 shares of stock 4 to raise the needed funds, what is the composition of the fund now? e) To discourage short-term investing in its fund, the fund now charges a 5% upfront load and a 2% backend load. The same investor decides to put $50,000 back into the fund. Calculate the new number of shares outstanding. Assume the fund manager buys back as many round-lot shares of stock 4 with the cash. (round lot is 100 shares) 1) On January 3rd, the prices at 4:00 PM are: Stock Shares owned Price 1,000 $ 1.92 5,000 2,800 $ 29.08 9,900 67.19 5 3,000 n/a. $5,353.40 Calculate the new NAV. 1 S 51.18 AN $ $ 4.51 cash b) An investor sends une un CCUK TUJU. NI SIR MURI new number of shares and price/share. Assume the manager purchases 1,800 shares of stock 3, and the rest is held as cash, he rest is helde c) On January 2nd, the prices at 4:00 PM are: Stock Shares owned Price 1 1,000 $ 2.03 2 5,000 $51.37 3 2,800 $29.08 4 10,000 $67.19 5 3,000 $ 4.42 cash n/a. $ 2408 Calculate the net asset value (NAV) for the fund. d) Assume the new investor then sells the 420 shares. What is his profit? What is the daily return? The fund sells 800 shares of stock 4 to raise the needed funds, what is the composition of the fund now

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