Stocks, Bonds, Mutual Funds QUIZ

MUTUAL FUND: What is the future value of an initial investment of $10,000 at an annual return rate of 5%, and expense ratio of 0.28%, for 8 years?

[include $ and 2 decimal places]

MUTUAL FUNDS: Calculate the NAV

Total Assets: $43 million

Liabilities: $875,000

Shares Outstanding: $250,000

[use $ and 2 decimal places]

BONDS: Calculate what you will receive over 10 years.

Face Value: $5,000

Coupon Rate: 6.4%

Maturity: 10 years

[use $ and NO decimals]

BONDS: Calculate the YTM percent.

Face Value: $2,000

Purchase Price: $1850

Coupon Payment: $126

Time to Maturity: 4 years

[type as a percent with a % sign and 2 decimal places]

STOCKS: Market Cap

A company with a market cap of $29.4 billion and 850 million shares outstanding has a share price of what?

[use $ sign and 2 decimal places]

STOCKS: Capital Gains

Current Value of stocks is $9349

Purchase price of stocks was $8902

type the capital gains with $ signs and NO decimals

Stocks: Calculate ROI

You bought 20 shares of stock at $32 each. If the stock value rises to $37 per share, what is your return on investment?

[Type with % sign]

STOCKS: Capital Gain with Dividends

You purchase 48 shares at $23.56 each. You receive $1.75 per share in dividends over the year. At the end of the year, the stock price rises to $28.01 per share. Calculate the ROI.

[use % sign and 2 decimal places]