5 Written questions
5 Matching questions
- mortgage bond
- maturity date
- call feature
- load fund
- capital gain
- a sometimes referred to as a secured bond, is a bond that is backed by assets of the corporation.
- b is the date when a bond will be repaid.
- c a mutual fund in which in which you pay a commision every time you purchase mutual fund in which you pay a commision every time you purchase shares.
- d allows a corporation to buy back bonds from bondholders before the maturity date.
- e the profit you make from selling your shares in a mutual fund for a higher price than you paid for them.
5 Multiple choice questions
- are bonds that are issued by financially stable companies or municipalities.
- a bond that is backed only by the reputation of the issuing corporation rather than its specific assets.
- sometimes called a "muni" is a security issued by a state or local (town,city,county) government to pay for its ongoing activities.
- are the earnings a fund pays to shareholders.
- is the rate of return, usually stated as a percentage, earned by an investor who holds a bond for a certain period of time.
5 True/False questions
capital gain distributions → are payments made to shareholders that result from the sale of securities in the fund's portfolio.
closed-end fund → a mutual fund with a fixed number of shares that are issued by an investment company when the fund is first organized.
revenue bond → a bond that is not registered in the investor's name.
zero-coupon bond → a bond that is repaid from the income generated by the project it is designed to finance.
subordinated debenture → an unsecured bond that gives bond-holders a claim to interest payments and assets of the corporation only after all other bondholders have been paid.