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5 Written questions

5 Matching questions

  1. dividend
  2. rental real estate
  3. track record
  4. variable annuity
  5. mutual fund
  1. a 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. b annuity that has a varying rate of return based on the mutual funds in which one has invested.
  3. c the past history of something; with investments, look at the five or ten year record.
  4. d buying real estate to rent out as an investment.
  5. e 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 Multiple choice questions

  1. piece of ownership in a company or mutual fund.
  2. accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
  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. 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. a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.

5 True/False questions

  1. liquiditycontract 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. mid-cap fundmutual 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.


  3. C.D.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. small-cap fundmutual fund containing a group of medium-sized companies that are growing.


  5. futurespiece of ownership in a company or mutual fund.


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