Understanding the Costs Involved in Mutual Fund Investments The following table presents information on four different open-end mutual funds. Use the information in the table to answer the questions that follow. FUND QtrF p PwrSL r GMAR BRRT NAV NET CHG YTD % RET 12.32 O True 17.77 26.81 The mutual fund 41.21 O False -0.03 0.07 0.21 0.30 2.8 5.7 8.2 9.3 True or False: You can generally expect funds that charge 12b-1 fees to outperform funds that do not charge these fees. charges a 12b-1 fee. Suppose BRRT has a front-end load fee of 9%. If you purchase 100 shares of this fund at the NAV, you will pay a commission of $ in one month, you sell the shares, you pay a redemption fee at that time. If you are interested only in funds without any fee, you the quotations as listed in the table, it is If, to use additional online resources to find no-load funds, because using only to determine the amount of any front-end load fee that the fund may charge.

Understanding the Costs Involved in Mutual Fund Investments The following table presents informabion on four different open-end mutual funds. Use the information in the table to answer the questions that follow. The mutual fund charges a 12b1 fee. True or false: You can generally expect funds that charge 12b1 fees to outperform funds that do not charge these fees: True ratse Suppose BRRT has a front end load fee of 9%. If you purchase 100 shares of this fund at the NAV, you will pay a commassion of in one month, yoa sell the shares, you poy a redemption fee at that time. If you are interested only in funds without any fee, you to use additional online resources to find no-load funds, becouse using only the quotations as listed in the table, it is to determine the amount of any front-end load foe that the fund may charge. The mutual fund charges a 12b1 fee. True or false: ally expect funds that charge 12b1 fees to outperform funds that do not charge these fees. Suppose BRRT has a front-end load fee of 9%, If you purchase 100 shares of this fund at the NAV, you will pay a commrssion of if in one month, you sell the shares, you pay a redemption fee at that time. If you are interested only in funds without any fee, you to use additional online reveurces to find no load funds, because uning only the quotations as listed in the table, it is to determine the amount of any front-end load tee that the fund may charge. The mutual fund charges a 12b+1 fee. True or false: You can generally expect funds that charge 12b1 fees to outperform funds that do not charge these fees. True False Suppose BRRT has a front end load fee of 9%. If you purchase 100 shares of this fund at the NAV, you will pay a commission of it. in one month, you sell the shares, youl par a redemption fee at that time. If you are interested only in funds with the quotations as listed in the table, at to use additional online resources to find no-load funds, because uning only to determine the amount of any front-end load fee that the fund may charge. The mutual fiand charges a 12b-1 feet. Trae or Falve: You can generally expect fuinds that charge 12b1 fees to outperform funds that do not charge these tees. Truet Tabis: Suppose brour has a front-end lead fee of 9%. If you if in one month, vou sell the shares, you If nou are intereated cilly in funds without any fee, wou the quotationa as listed in the talle, t is res of thes fund at the NAV, you will pay a comrussion of fee at that time. to determine the amount of am front end load fee that the fund may charge. The mutual fund charges a 12b1 fee Irue or false: You can generally expect funds that charge 12b1 fees to outperform funds that do not charge these fees: Titue False Suppose BRRT has a front-end load fere of aes. If vau nurchase 100 shares of this fund at the NAV, you will pay a commission of in one month, you sell the shares, you ary a redemption fee at that time. If you are interested only in funds witho to use additional online resources to find no-load funds, because ining only the quotations as listed in the table, it is to determene the amount of any front-end laad fee that the fund may charge