Investment horizon-assume the portfolio return

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Reference no: EM131603316

The Bruin Stock Fund sells Class A shares that have a front-end load of 5.2 percent, a 12b-1 fee of 0.34 percent, and other fees of 1.06 percent. There are also Class B shares with a 5 percent CDSC that declines 1 percent per year, a 12b-1 fee of 1.55 percent, and other fees of 1.06 percent. Assume the portfolio return is 9 percent per year.

1. What is the value of $1 invested in each share class if your investment horizon is 3 years? (Round your answer to 2 decimal places. Omit the "$" sign in your response.)

Class A $

Class B $

2. What if your investment horizon is 20 years? (Round your answer to 2 decimal places. Omit the "$" sign in your response.)

Class A $

Class B $

Reference no: EM131603316

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