5 Written questions
5 Matching questions
- small-cap fund
- 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 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.
- c degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
- d piece of ownership in a company or mutual fund.
- e 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.
5 Multiple choice questions
- mutual fund containing a group of medium-sized companies that are growing.
- 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.
- 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.
- a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.
- mutual fund that contains international or overseas companies.
5 True/False questions
variable annuity → type of annuity that guarantees a certain rate of return; see annuity.
large-cap fund → mutual fund containing a group of medium-sized companies that are growing.
commodity → a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
track record → the past history of something; with investments, look at the five or ten year record.
fixed annuity → 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.