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5 Written questions

5 Matching questions

  1. fixed annuity
  2. share
  3. commodity
  4. diversification
  5. single stocks
  1. a Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.
  2. b a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
  3. c 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.
  4. d piece of ownership in a company or mutual fund.
  5. e type of annuity that guarantees a certain rate of return; see annuity.

5 Multiple choice questions

  1. mutual fund containing a group of medium-sized companies that are growing.
  2. relationship of substantial reward in comparison to the amount of risk taken.
  3. 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.
  4. buying real estate to rent out as an investment.
  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. liquiditya food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.

          

  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. 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.

          

  4. large-cap fundmutual fund containing a group of medium-sized companies that are growing.

          

  5. variable annuityannuity that has a varying rate of return based on the mutual funds in which one has invested.

          

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