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5 Written Questions

5 Matching Questions

  1. fixed annuity
  2. large-cap fund
  3. single stocks
  4. aggressive growth stock mutual fund
  5. share
  1. a Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.
  2. b type of annuity that guarantees a certain rate of return; see annuity.
  3. c piece of ownership in a company or mutual fund.
  4. d funds comprised of large, well-established companies.
  5. e mutual fund that seeks to provide max. long-term capital growth from stocks of primarily smaller companies or narrow market segments; dividend income is incidental; the most volatile fund; also referred to as a small-cap fund.

5 Multiple Choice Questions

  1. to spread around one's investment dollars among several different classes of financial assets and among the securities of many issuers; results in lowered risk.
  2. mutual fund containing a group of medium-sized companies that are growing.
  3. relationship of substantial reward in comparison to the amount of risk taken.
  4. quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.
  5. the past history of something; with investments, look at the five or ten year record.

5 True/False Questions

  1. savings accountSecurities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.

          

  2. bondCertificate of Deposit, usually at a bank; savings account with a slightly higher interest rate because of a longer savings commitment (i.e. six months, one year, etc.).

          

  3. mutual fundpool of money managed by an investment company and investment company and invested in multiple companies, bonds, etc.; offers investors a variety of goals depending on the fund and its investment charter; often used to generate income on a regular basis or to preserve an investor's money; sometimes used to invest in companies that are growing at a rapid pace.

          

  4. small-cap fundmutual fund containing a group of medium-sized companies that are growing.

          

  5. speculativepurchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss.

          

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