Questions from General Investment

Q: Using the resources at your campus or public library (or on

Using the resources at your campus or public library (or on the Internet), select five mutual funds—a growth fund, an equity-income fund, an international (stock) fund, an index fund, and a high-yield...

Q: One year ago, Big Deal Closed-End Fund had a

One year ago, Big Deal Closed-End Fund had a NAV of $10.20 and was selling at an 16% discount. Today, its NAV is $11.59, and it is priced at a 3% premium. During the year, Big Deal paid dividends of $...

Q: The Good Pick Closed-End Fund turned in the following performance

The Good Pick Closed-End Fund turned in the following performance for the year 2019. a. Based on this information, what was the NAV-based HPR for the GPCEF in 2019? b. Find the percentage (%) premium...

Q: Five years ago, you invested in the Future Investco Mutual Fund

Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,500 shares of the fund at a net asset value of $18.75 per share. Because you did not need the income, you elected to rei...

Q: Refer to the following table: / Between Investor A

Refer to the following table: Between Investor A and Investor B, which is more likely to represent a retired couple? Why?

Q: Congratulations! Your portfolio returned 11% last year, 2%

Congratulations! Your portfolio returned 11% last year, 2% better than the market return of 9%. Your portfolio’s return had a standard deviation equal to 18%, and the risk-free rate is 3%. Calculate S...

Q: Niki Malone’s portfolio earned a return of 11.8% during

Niki Malone’s portfolio earned a return of 11.8% during the year just ended. The portfolio’s standard deviation of return was 14.1%. The risk-free rate is currently 6.2%. During the year, the return o...

Q: Your portfolio has a beta equal to 1.3. It

Your portfolio has a beta equal to 1.3. It returned 12% last year. The market returned 10%; the risk-free rate is 2%. Calculate Treynor’s measure for your portfolio and the market. Did you earn a bett...

Q: During the year just ended, Anna Schultz’s portfolio, which has

During the year just ended, Anna Schultz’s portfolio, which has a beta of 0.90, earned a return of 8.6%. The risk-free rate is currently 3.3%, and the return on the market portfolio during the year ju...

Q: On April 13, 2017, Yext Inc. completed its IPO

On April 13, 2017, Yext Inc. completed its IPO on the NYSE. Yext sold 10,500,000 shares of stock at an offer price of $11 per share. Yext’s closing stock price on the first day of trading on the secon...