Exam 13: Investing in Mutual Funds

Future fund performance is the real key to investment success with mutual funds.One important element to examine when attempting to predict a fund's future performance is the

(Multiple Choice)

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Question 61

Both load and no-load funds will always charge a

(Multiple Choice)

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Question 62

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -A growth mutual fund invests in stocks that are very likely to [pay | not pay] dividends.

(Multiple Choice)

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Question 63

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -Exchange traded funds are investment company shares that trade [at day's close | throughout the day] on stock exchanges.

(Multiple Choice)

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Question 64

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -Value funds are comprised of stocks with [low | high] PE ratios.

(Multiple Choice)

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Question 65

The major reason that investors use mutual funds is their contractual plans which force regular investing.

(True/False)

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Question 66

A hybrid REIT would invest only in real estate mortgages.

(True/False)

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Question 67

Money market funds are traded on the Money Market,just as closed-end stock funds are traded on the stock market.

(True/False)

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Question 68

Open ended mutual funds can be traded on an intraday basis.

(True/False)

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Question 69

Advantages of exchange traded funds over mutual funds include a broader market focus.

(True/False)

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Question 70

The difference between the NAV and the offer price represents the commission charge for buying the mutual fund shares.

(True/False)

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Question 71

Which of the following combines the operating characteristics of an open-end fund with some of the trading characteristics of a closed-end fund?

(Multiple Choice)

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Question 72

A 12(b)-1 fee can only be charged by a load mutual fund.

(True/False)

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Question 73

No-load funds are generally sold directly to the investor without a salesperson.

(True/False)

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Question 74

Generally speaking,socially responsible funds abstain from investing in alcohol,gambling,or tobacco stocks.

(True/False)

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Question 75

Having money taken automatically from your paycheck and put into a mutual fund is an example of

(Multiple Choice)

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Question 76

If a mutual fund provides for automatic reinvestment,the reinvested dividends will not be taxed until the shares are redeemed.

(True/False)

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Question 77

When you buy shares in a no-load fund,you will pay the NAV.

(True/False)

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Question 78

The following mutual fund fees are paid directly from the investor

(Multiple Choice)

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Question 79

Mutual fund conversion privileges can often be exercised using 800 numbers.

(True/False)

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Question 80

Showing 61 - 80 of 174

Future fund performance is the real key to investment success with mutual funds.One important element to examine when attempting to predict a fund's future performance is the

Both load and no-load funds will always charge a

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -A growth mutual fund invests in stocks that are very likely to [pay | not pay] dividends.

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -Exchange traded funds are investment company shares that trade [at day's close | throughout the day] on stock exchanges.

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -Value funds are comprised of stocks with [low | high] PE ratios.

The major reason that investors use mutual funds is their contractual plans which force regular investing.

A hybrid REIT would invest only in real estate mortgages.

Money market funds are traded on the Money Market,just as closed-end stock funds are traded on the stock market.

Open ended mutual funds can be traded on an intraday basis.

Advantages of exchange traded funds over mutual funds include a broader market focus.

The difference between the NAV and the offer price represents the commission charge for buying the mutual fund shares.

Which of the following combines the operating characteristics of an open-end fund with some of the trading characteristics of a closed-end fund?

A 12(b)-1 fee can only be charged by a load mutual fund.

No-load funds are generally sold directly to the investor without a salesperson.

Generally speaking,socially responsible funds abstain from investing in alcohol,gambling,or tobacco stocks.

Having money taken automatically from your paycheck and put into a mutual fund is an example of

If a mutual fund provides for automatic reinvestment,the reinvested dividends will not be taxed until the shares are redeemed.

When you buy shares in a no-load fund,you will pay the NAV.

The following mutual fund fees are paid directly from the investor

Mutual fund conversion privileges can often be exercised using 800 numbers.

Understanding the Financial Planning Process

Using Financial Statements and Budgets

Preparing Your Taxes

Managing Your Cash and Savings

Making Automobile and Housing Decisions

Using Credit

Using Consumer Loans

Insuring Your Life

Insuring Your Health

Protecting Your Property

Investment Planning

Investing in Stocks and Bonds

Planning for Retirement

Preserving Your Estate

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