Exam 13: Investing in Mutual Funds

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -A fund that invests only in utility stocks could be classified as [an industry | a sector] fund.

(Multiple Choice)

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Question 101

The objective of bond and money market funds is growth.

(True/False)

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Question 102

A mutual fund with a high 12(b)-1 fee will have a low expense ratio.

(True/False)

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Question 103

The maximum sales charge a no load mutual fund can charge

(Multiple Choice)

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Question 104

A guarantee of expected fund's future performance is its past performance.

(True/False)

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Question 105

Bond mutual funds are always less risky than stock mutual funds.

(True/False)

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Question 106

What type of REIT is most attractive to income oriented investors?

(Multiple Choice)

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Question 107

A closed-end investment company can create an unlimited number of shares.

(True/False)

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Question 108

Index funds,while trying to match market performance,consistently underperform market benchmarks.

(True/False)

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Question 109

The fund whose main objective is growth is known as a(n)____ fund.

(Multiple Choice)

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Question 110

ETF often distribute large capital gains to their shareholders.

(True/False)

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Question 111

Advantages of exchange traded funds over mutual funds include all of the following except

(Multiple Choice)

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Question 112

Conversion privileges allow investors to exchange one fund's shares for that of another,as long as the funds are in the same fund family.

(True/False)

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Question 113

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -There are [more | fewer] mutual funds than there are stocks listed on the New York Stock Exchange.

(Multiple Choice)

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Question 114

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -You can lose money in a mutual fund because of [fraud of the management company | a downturn in the market].

(Multiple Choice)

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Question 115

Load fees charged on mutual funds help insure that the fund is well managed and that the investor's yields will be greater than those on no-load funds.

(True/False)

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Question 116

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -The market value of your mutual fund shares will move in the [same | opposite] direction as the market value of the underlying securities.

(Multiple Choice)

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Question 117

Socially Responsible Funds typically avoid investing in

(Multiple Choice)

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Question 118

Another name for a mutual fund is

(Multiple Choice)

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Question 119

In the Wall Street Journal's listing of mutual funds,an "r" after the mutual fund name and before the NAV means that the particular mutual fund has a ____ associated with it.

(Multiple Choice)

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Question 120

Showing 101 - 120 of 174

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -A fund that invests only in utility stocks could be classified as [an industry | a sector] fund.

The objective of bond and money market funds is growth.

A mutual fund with a high 12(b)-1 fee will have a low expense ratio.

The maximum sales charge a no load mutual fund can charge

A guarantee of expected fund's future performance is its past performance.

Bond mutual funds are always less risky than stock mutual funds.

What type of REIT is most attractive to income oriented investors?

A closed-end investment company can create an unlimited number of shares.

Index funds,while trying to match market performance,consistently underperform market benchmarks.

The fund whose main objective is growth is known as a(n)____ fund.

ETF often distribute large capital gains to their shareholders.

Advantages of exchange traded funds over mutual funds include all of the following except

Conversion privileges allow investors to exchange one fund's shares for that of another,as long as the funds are in the same fund family.

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -There are [more | fewer] mutual funds than there are stocks listed on the New York Stock Exchange.

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -You can lose money in a mutual fund because of [fraud of the management company | a downturn in the market].

Load fees charged on mutual funds help insure that the fund is well managed and that the investor's yields will be greater than those on no-load funds.

INSTRUCTIONS: Choose the word or phrase in [ ] which will correctly complete the statement. -The market value of your mutual fund shares will move in the [same | opposite] direction as the market value of the underlying securities.

Socially Responsible Funds typically avoid investing in

Another name for a mutual fund is

In the Wall Street Journal's listing of mutual funds,an "r" after the mutual fund name and before the NAV means that the particular mutual fund has a ____ associated with it.

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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