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5 Written Questions

5 Matching Questions

  1. fixed annuity
  2. small-cap fund
  3. annuity
  4. diversification
  5. savings account
  1. a 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. b contract sold by an insurance company, designed to provide payments to the holder at specified intervals, usually after retirement; the holder is taxed at the time of distribution or withdrawal, making this a tax-deferred arrangement.
  3. c accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
  4. d type of annuity that guarantees a certain rate of return; see annuity.
  5. e mutual 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.

5 Multiple Choice Questions

  1. 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).
  2. the past history of something; with investments, look at the five or ten year record.
  3. a list of your investments.
  4. mutual fund that contains international or overseas companies.
  5. 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 True/False Questions

  1. liquidityquality 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.

          

  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. mutual fundmutual fund containing a group of medium-sized companies that are growing.

          

  4. dividenddebt 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. futurespiece of ownership in a company or mutual fund.

          

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