"Mutual fund questionnaire" Essays and Research Papers

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    Gordon Growth Model

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    What is Gordon Growth Model‚ “This model is use to determine the fundamental value of stock‚ it determines the value of stock based on sequence or series of dividends that matured at a constant rate ‚ and the dividend per share is payable in a year” Stock Value (P) = D / (k – G)--------------Equation 1 Where D= Expected dividend per share one year from now G= Growth rate in dividends k= required rate of return for equity investor This model is useful to find the value of stock‚ with following

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    annually  Have choice of investment vehicles  Income tax deductions of contributions • IRA (Individual Retirement Accounts)  Funds invested in a variety of financial instruments and accumulate in a tax deferred basis until distributed  Tax deduction for IRA is limited to ppl who don’t have access to 401k plan  Can put up to 5500 max annually IRA + 401K • Funds can’t be withdrawn prior to 59 and 1/2 except in the case of death and disability • 10% penalty for early distribution • Withdrawn

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    Financial Scams

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    The Securities Scam of 1992: This was the mother of all Indian financial scandals. It exposed the utter lawlessness and absence of supervision in the money markets; it allowed funds to be transferred with impunity from banks and corporate houses into the equity markets; and saw thousands of crores of bank funds to move in and out of brokers’ bank accounts in what was later claimed as a “accepted market practice”. A Special Court under a separate act of parliament was set up and over 70 cases

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    What Benefits Can You Expect With Your Career Choice? Directions: Type your answers in plain font directly into this document. Once you complete the research assignment‚ email the document to me at the following email address: ms.moore.hfa@gmail.com. Your email with this attachment must be received by Friday‚ January 25 before the start of your class period. Search the internet for employers (hopefully in your preferred career field) that offer new employees a benefits package. Many employers

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    it would be extremely difficult to beat the market on a sustained basis. William H. (Bill) Miller III‚ a mutual fund manager of Baltimore‚ Maryland – based Legg Mason‚ seemed to defy such theories while managing Legg Mason’s $11.2 billion Value Trust. Miller and Value Trust outperformed the S&P 500 for 14 consecutive years‚ the longest success streak for any portfolio manager in the mutual-fund industry. Proponents of academic theory have explained this extraordinary success as luck‚ meanwhile others

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    The Ways to Become Rich

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    Now‚ let me tell you a story. A young man asked an old rich man how he made his money. The old man said‚ “Well‚ son‚ it was 1932‚ I invested ten cents in two apples. I spent the entire day polishing the apples and sold them for 20 cents. I continued this system for a month‚ by the end of which I’d accumulated a fortune of 1 dollar and 30 cents. Then‚ I invest this money to another business until now I have the fortune about 20 millions. “From the story‚ the old rich man finally becomes rich through

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    Final Exam

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    stock mutual fund b. Investing an increasing dollar amount each month of the year c. Timing the market so that you buy more when share prices drop d. Investing a set dollar amount at regular intervals throughout the year 4. A brand-new car depreciates by what percentage of its purchase price as soon as you drive it off the lot? a. 5-9% b. 10-14% c. 15-19% d. 20–30% 5. According to Suze‚ what should you be sure to have in place before buying a home? a. A 10% down payment‚ an emergency fund‚ and

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    Ethic Standart

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    Standard IV: Duties to Employers (A) Loyalty: In matters related to their employment‚ Members and Candidates must act for the benefit of their employer and not deprive their employer of the advantage of their skills and abilities‚ divulge confidential information‚ or otherwise cause harm to their employer. Application of the Standard Example 1 (Soliciting Former Clients): Samuel Magee manages pension accounts for Trust Assets‚ Inc.‚ but has become frustrated with the working environment and

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    Case Study Cory And Tisha

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    PMT =? If FV (annuity due)=$110`000‚ PMT=? If FV of Ordinary annuity=$110`000‚ i=9%‚ n=16‚ FV interest factor=33‚003; PMT=? 10. PV=$2300‚ i=7%‚ n=14 (when Chad enters college)‚ FV factor= 2‚579‚ How much will Tisha`s Great Basin Balanced Mutual Fund shared be worth‚ FV=? FV=PV*FV factor. FV=$2300*2‚579= $5931‚7 PV=$2300‚ i=7%‚ n=16 (when Haley turns to 18)‚ FV factor= 2‚952; FV=? FV=$2300*2‚952=$6789‚6 PV=$2300‚ i=9%‚ n=37 (when Tisha retires at 67)‚ FV factor= 24‚253‚ FV=? FV=$2300*24‚253=$55783

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    Lalala

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    ACKNOWLEDGEMENT First of all I would like to thank the college and board for letting me do the project on my desired topic it has helped me to get informed about the Indian capital market and also I would like to thank icici prudential fund members for providing information and guiding me in this project And ‚ many thanks to my project coordinator Ms.Nital Kothari for helping‚correcting and guiding me throughout the project.

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