Load Mutual Fund Currently Ctu Risk Management Te
John Stewart has recently joined ABC in the capacity of an investment advisor. As a way to attract additional clients, John has asked for your help in preparing some educational material for a seminar taking place later this month.
He has asked you put together a report on the following investments and calculate the returns of these investments (including dollar values and percentages) to illustrate how they work.
Assignment
A stock that does not pay a dividend of which you buy 100 shares for $25.00 per share and sell the 100 shares for $27.50 per share a year later. You pay the $50.00 commission when you sell the securities. |
A 5-year bond that you purchase for $1,000 pays a 6% yearly rate. It is paid semiannually, and you hold the bond until maturity. |
The current yield on a bond that is priced at $89 has a 6% coupon. |
The yield-to-maturity (YTM) on a 7.25% ($1,000 par value) bond that has 10 years remaining to maturity, currently trading in the market at $825. |
The holding period return (HPR) for 1,000 shares of a no-load mutual fund currently selling at an NAV of $11, purchased a year ago at an NAV of $10.50 per share, including $300 of distributed investment income dividends and capital gains dividends of $350. |
700-900 words