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Listed here, ,is the 10-year, per-share performance record of Larry, Moe, & Curley's Growth Fund, as obtained from the fund's May 30, 2016 , prospectus.
Listed here, ,is the 10-year, per-share performance record of Larry, Moe, & Curley's Growth Fund, as obtained from the fund's May 30,2016 ,prospectus. Use this information to find LM&C's holding period return in 2016 and2013. Also find the fund's rate of return over the 5-year period 20122016,and the 10-year period 20072016.Finally, rework the 4 return figures, assuming the LM&C fund has a front-end load charge of 5% (of NAV). Comment on the impact of load charges on the return behavior of mutual funds.
Listed here, B is the 10-year, per-share performance record of Larry, Moe,&Curley's Growth Fund, as obtained from the fund's May 30, 2016, prospectus. Use this information to find LM&C's holding period retum in 2016 and 2013. Also find the fund's rate of return over the 5-year period 2012-2016, and the 10-year period 2007-2016. Finally, rework the 4 return figures, assurming the LM&C fund has a front-end load charge of 5% (of NAV). Comment on the impact of load charges on the return behavior of mutual funds The holding period return for 2013 is -10.19 %. (Round to two decimal places.) The fund's rate of return over the 5-year period of 2012-2016 is 12.93%. (Round to two decimal places.) The fund's rate of return over the 10-year perlod of 2007 2016 is 21.35%(Round to two decimal places) Assuming a front and load charge of 5% of NAV), the holding period return for 2016 is 11 22%. Round to two decimal places. Assuming a front-end load charge of 5% of NAV the holding period return for 2013 Is -1447 % Round to tw dec mal places Since the front-end load decreases the total retum and increases the purchase price, the cumulative effect will be a(n) decrease in the HPR. (Select from the drop-down menus.) Assuming a front end load charge of 5% (of NAV), the fund's rate of return o er the 5-year per od of 2012-2016 is 11,5 %. (Round to two decimal places.) Assuming a front-end load charge of 5% of NAV), the fund's rate of return o er the 10-year per d of 2007-2016 s 20.32 %. (Round to two decimal placesStep by Step Solution
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