In calculating the holding period return for a mutual fund, the numerator equals

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The holding period return for a mutual fund is calculated by considering the change in net asset value (NAV) over the period, plus any capital gains distributions and income distributions received. This accounts for both the appreciation (or depreciation) in the value of the fund's assets and the income generated by the fund, providing a comprehensive measure of the fund's performance over the holding period.

In Calculating the Holding Period Return for a Mutual Fund