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5 Written questions

5 Matching questions

  1. risk
  2. share
  3. diversification
  4. small-cap fund
  5. growth stock mutual fund
  1. a fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.
  2. 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.
  3. c degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
  4. d piece of ownership in a company or mutual fund.
  5. e 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 Multiple choice questions

  1. mutual fund containing a group of medium-sized companies that are growing.
  2. 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.
  3. 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.
  4. a term used to designate all contracts covering the sale of financial instruments or physical commodities for future delivery on a commodity exchange.
  5. mutual fund that contains international or overseas companies.

5 True/False questions

  1. variable annuitytype of annuity that guarantees a certain rate of return; see annuity.


  2. large-cap fundmutual fund containing a group of medium-sized companies that are growing.


  3. commoditya food, metal, or fixed physical substance that investors buy or sell, usually via future contracts.


  4. track recordthe past history of something; with investments, look at the five or ten year record.


  5. fixed annuitycontract 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.