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You invest in an Open-End fund and you want to compute your Holding Period Return. At the beginning of the period, the fund has $45M in assets, $3M in debt, and 54M in shares. At the end of the period, the fund has $52M in assets, $3M in debt, and 53M in shares. Over the period, the fund distributed $0.07 in dividends. What is your HPR

User Lillq
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27 votes
27 votes
You invest in an Open-End fund and you want to compute your Holding Period Return. At the beginning of the period, the fund has $45M in assets, $3M in debt, and 54M in shares. At the end of the period, the fund has $52M in assets, $3M in debt, and 53M in shares. Over the period, the fund distributed $0.07 in dividends. What is your HPR
User Fluidsonic
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