5 Written questions
5 Matching questions
- rental real estate
- savings account
- money market
- a buying real estate to rent out as an investment.
- 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 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.
- d accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.
- 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
- mutual fund containing a group of medium-sized companies that are growing.
- 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.
- type of annuity that guarantees a certain rate of return; see annuity.
- 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.
- fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
5 True/False questions
track record → piece of ownership in a company or mutual fund.
portfolio → a list of your investments.
risk → degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
small-cap fund → 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.
aggressive growth stock mutual fund → fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.