5 Written questions
5 Matching questions
- single stocks
- aggressive growth stock mutual fund
- variable annuity
- international stock mutual fund
- a 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.
- b account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested minimum of five years.
- c annuity that has a varying rate of return based on the mutual funds in which one has invested.
- d Securities that represent part ownership or equity in a corporation, wherein each share is a claim on its proportionate stake in the corporation's assets and profits, some of which may be paid out as dividends.
- e mutual fund that contains international or overseas companies.
5 Multiple choice questions
- the past history of something; with investments, look at the five or ten year record.
- 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.
- relationship of substantial reward in comparison to the amount of risk taken.
- a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
- 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
risk → 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).
rental real estate → relationship of substantial reward in comparison to the amount of risk taken.
liquidity → 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.
speculative → piece of ownership in a company or mutual fund.
savings account → accounts at financial institutions that allow regular deposits and withdrawals. The minimum required deposit, fees charged, and interest rate paid varies among providers.