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5 Written questions

5 Matching questions

  1. single stocks
  2. aggressive growth stock mutual fund
  3. investments
  4. variable annuity
  5. international stock mutual fund
  1. 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.
  2. b account or arrangement in which one would put their money for long-term growth; should not be withdrawn for a suggested minimum of five years.
  3. c annuity that has a varying rate of return based on the mutual funds in which one has invested.
  4. 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.
  5. e mutual fund that contains international or overseas companies.

5 Multiple choice questions

  1. the past history of something; with investments, look at the five or ten year record.
  2. 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.
  3. relationship of substantial reward in comparison to the amount of risk taken.
  4. a food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.
  5. 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

  1. riskdebt 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).


  2. rental real estaterelationship of substantial reward in comparison to the amount of risk taken.


  3. 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.


  4. speculativepiece of ownership in a company or mutual fund.


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