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Intro You invested in a fund with an expense ratio of 0.8%. The fund also charges a front-end load of 1.75% and 12b-1 fee of

Intro

You invested in a fund with an expense ratio of 0.8%. The fund also charges a front-end load of 1.75% and 12b-1 fee of 0.7%.

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Part 1

If the rate of return on the fund's portfolio is 5% per year (before fees), what is your net holding period return over 3 years (after fees)?

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