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5 Written questions

5 Matching questions

  1. track record
  2. futures
  3. C.D.
  4. international stock mutual fund
  5. annuity
  1. a 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.
  2. b the past history of something; with investments, look at the five or ten year record.
  3. c Certificate 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.).
  4. d mutual fund that contains international or overseas companies.
  5. e a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.

5 Multiple choice questions

  1. 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.
  2. type of annuity that guarantees a certain rate of return; see annuity.
  3. mutual fund containing a group of medium-sized companies that are growing.
  4. 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. 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. bondCertificate 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.).

          

  2. savings accountaccounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.

          

  3. diversificationto 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. mutual fundpool 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.

          

  5. portfolioa list of your investments.

          

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