5 Written Questions
5 Matching Questions
- variable annuity
- small-cap fund
- track record
- growth stock mutual fund
- a fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
- b annuity that has a varying rate of return based on the mutual funds in which one has invested.
- c 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.
- d the past history of something; with investments, look at the five or ten year record.
- e 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 Multiple Choice Questions
- type of annuity that guarantees a certain rate of return; see annuity.
- a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
- relationship of substantial reward in comparison to the amount of risk taken.
- 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.
- account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested minimum of five years.
5 True/False Questions
portfolio → a list of your investments.
futures → piece of ownership in a company or mutual fund.
C.D. → 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.).
savings account → accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
aggressive growth stock mutual fund → fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.