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Suppose that at the start of the year, a no-load mutual fund has a net asset value of $27.15 per share. During the year, it pays its shareholders a capital gain and dividend distribution of $1.12 per share and finishes the year with an NAV of $30.34.
a. What is the return to an investor who holds 257.876 shares of this fund in his (non-taxable) retirement account?
b. What is the after-tax return for the same investor if these shares were held in an ordinary savings account? Assume that the investor is in the 30 percent tax bracket.
c. If the investment company allowed the investor to automatically reinvest his cash distribution in additional fund shares, how many additional shares could the investor acquire? Assume that the distribution occurred at year end and that the proceeds from the distribution can be reinvested at the year-end NAV.
The fund manager earns an incentive fee only if the fund is above the high watermark of the maximum portfolio value since the inception of the fund - Consider a hedge fund whose annual fee structure has a fixed fee and an incentive fee
What will be the variance of the portfolio's return? Similarly, what will the variance of the portfolio's return for portfolios formed only from type B and What percent of each fund's risk is systematic and non-systematic?
What happens to the relevant risk measure for an individual asset when it is held in a large portfolio rather than in isolation? In words, what does the Sharpe index measure?
Portfolio assignment
State and comment on all the main assumptions underlying the SIM.(b) Use Bloomberg to collect data on 4 stocks. Assume that you invest an equal amount ofyour wealth on each stock and build up a portfolio.
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The final project for this course is the creation of aportfolio. The project is divided in tofour milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions. These milestones ..
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