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5 Written questions

5 Matching questions

  1. mutual fund
  2. money market
  3. variable annuity
  4. share
  5. dividend
  1. a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders; generally distributed in the form of cash or stock.
  2. b annuity that has a varying rate of return based on the mutual funds in which one has invested.
  3. c pool 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. d mutual fund that seeks to maintain a stable share price and to earn current income by investing in interest-bearing instruments with short-term (usually 90 days or less) maturities.
  5. e piece of ownership in a company or mutual fund.

5 Multiple choice questions

  1. Certificate 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.).
  2. degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
  3. 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.
  4. 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.
  5. debt instrument where an issuer such as a corporation, municipality or government agency owes you money; a form of I.O.U.; the issuer makes regular interest payments on the bond and promises to pay back or redeem the face value of the bond at a specified point in the future (the maturity date).

5 True/False questions

  1. speculativepiece of ownership in a company or mutual fund.


  2. growth stock mutual fundfund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.


  3. track recordpiece of ownership in a company or mutual fund.


  4. large-cap fundfunds comprised of large, well-established companies.


  5. small-cap fundmutual fund that invests in companies whose market value is less than $1 billion; largely consists of smaller, more volatile companies; also called aggressive growth stock mutual fund.


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