5 Written questions
5 Matching questions
- revenue bond
- capital gain
- 12b-1 fee
- general obligation bond
- capital gain distributions
- a a bond that is backed by the full faith and credit of the government that issued it.
- b a bond that is repaid from the income generated by the project it is designed to finance.
- c the profit you make from selling your shares in a mutual fund for a higher price than you paid for them.
- d are payments made to shareholders that result from the sale of securities in the fund's portfolio.
- e a fee that an investment company charges to help pay for marketing and advertising a mutual fund.
5 Multiple choice questions
- is the date when a bond will be repaid.
- are the earnings a fund pays to shareholders.
- is the rate of return, usually stated as a percentage, earned by an investor who holds a bond for a certain period of time.
- sometimes referred to as a secured bond, is a bond that is backed by assets of the corporation.
- a bond that an investor can trade for shares of the corporation's common stock.
5 True/False questions
subordinated debenture → an unsecured bond that gives bond-holders a claim to interest payments and assets of the corporation only after all other bondholders have been paid.
no-load fund → a mutual fund in which in which you pay a commision every time you purchase mutual fund in which you pay a commision every time you purchase shares.
prospects → a report that provides potential investors with detailed information about a particular mutual fund.
zero-coupon bond → sometimes called a "muni" is a security issued by a state or local (town,city,county) government to pay for its ongoing activities.
serial bonds → a bond that is not registered in the investor's name.