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5 Written Questions

5 Matching Questions

  1. liquidity
  2. commodity
  3. share
  4. diversification
  5. small-cap fund
  1. a piece of ownership in a company or mutual fund.
  2. b a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
  3. 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.
  4. d 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. e 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 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. buying real estate to rent out as an investment.
  3. 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).
  4. degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
  5. 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 True/False Questions

  1. mid-cap fundmutual fund containing a group of medium-sized companies that are growing.

          

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

          

  4. money marketmutual 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. 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.

          

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