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5 Written questions

5 Matching questions

  1. large-cap fund
  2. bond
  3. aggressive growth stock mutual fund
  4. speculative
  5. dividend
  1. a 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. b purchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss.
  3. c 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. d 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.
  5. e funds comprised of large, well-established companies.

5 Multiple choice questions

  1. 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.
  2. a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.
  3. 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.
  4. accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
  5. mutual fund that contains international or overseas companies.

5 True/False questions

  1. portfolioa list of your investments.

          

  2. mid-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.

          

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

          

  4. fixed annuitycontract 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.

          

  5. shareCertificate 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.).

          

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