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what are the calculations for these bulleted items? Case 9 . Percentage invested in Stocks and Bonds- This value is the sum of amounts invested
what are the calculations for these bulleted items?
Case 9 . Percentage invested in Stocks and Bonds- This value is the sum of amounts invested in stock and bond funds versus the total invested in all kinds of funds. Note that precious metals funda are not included in stock funds. Revenue earnedThe revenue earned for a type of fund is a function of the amount invested in it and its average rate of return Administrative CostsThe administrative cost for a type of fund is a function of the amount invested in it and its average administrative expense rate. Risk PointsThe risk points for a type of fund is a function of the amount invested in it and its assigned risk factor Total Risk Points to Total amount Invested - This total is the average risk factor for the fund of funds. It is the total risk points for all types of funds divided by the total amount invested in all types of funds . Income Statement Section The statement shown in Figure 9-8 is the projected net annual income on the amounts invested in the fund of funds. An explanation of the line items follows Figure 9-8. Statement Case 9 . Percentage invested in Stocks and Bonds- This value is the sum of amounts invested in stock and bond funds versus the total invested in all kinds of funds. Note that precious metals funda are not included in stock funds. Revenue earnedThe revenue earned for a type of fund is a function of the amount invested in it and its average rate of return Administrative CostsThe administrative cost for a type of fund is a function of the amount invested in it and its average administrative expense rate. Risk PointsThe risk points for a type of fund is a function of the amount invested in it and its assigned risk factor Total Risk Points to Total amount Invested - This total is the average risk factor for the fund of funds. It is the total risk points for all types of funds divided by the total amount invested in all types of funds . Income Statement Section The statement shown in Figure 9-8 is the projected net annual income on the amounts invested in the fund of funds. An explanation of the line items follows Figure 9-8. Statement Step by Step Solution
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