Quiz – Annual Rate of Return for a No-Load Mutual Fund with Capital Gain Distributions

Essentials of Investments

Bodie, Kane, and Marcus

12th Edition

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Difficulty – Medium

Determine the annual rate of return for a no-load mutual fund, considering the changes in its total assets and debt, variations in the number of shares from the beginning to the end of the year, income distributions per share, capital gain distributions per share, and the total expense ratio.

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  • Search Terms: $ $. .%, a and assets, at capital consider debt, distributions during end expense fund fund? gain have if in income investors is million mutual no-load of on per rate ratio received return share share. shares start the total what with year year.
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