Determine the actual return for the fund

Assignment Help Financial Management

Reference no: EM13809580

This is for Oberweis International Opportunities (OBIOX)

Determine the actual return for the fund over the 12 months ending October 2013. (This requires you to obtain prices and cash distributions from a source such as Yahoo Finance.) If an investor invested $10,000 at the end of October 2012, how much would his or her investment be worth by the end of October 2013? What is the level of management fees charged by the fund? Is this reflected in your assessment of return? Finally, what is the appropriate benchmark this fund should be compared to? Would this investor have been better off if they had been able to invest in the benchmark?

Reference no: EM13809580

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