Personal Finance 1st Edition by Jack R. Kapoor

Exercise 9

Applying Terms to Mutual Fund Investments. Using the Internet or recent newspapers, magazines, or mutual fund reports, find examples of the following concepts. (Obj. 1)

a. The net asset value for a mutual fund.

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b. An example of a load fund.

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c. An example of a no-load fund.

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d. The management fee for a specific mutual fund.

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e. A fund that charges a contingent deferred sales load.

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f. A fund that charges a 12b-1 fee.

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g. An expense ratio.

Step 1 of 7

a.      The net asset value of a mutual fund