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5 Written questions

5 Matching questions

  1. bond
  2. single stocks
  3. rental real estate
  4. fixed annuity
  5. international stock mutual fund
  1. a mutual fund that contains international or overseas companies.
  2. b 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).
  3. c 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.
  4. d buying real estate to rent out as an investment.
  5. e type of annuity that guarantees a certain rate of return; see annuity.

5 Multiple choice questions

  1. degree of uncertainty of return on an asset; in business, the likelihood of loss or reduced profit.
  2. purchasing risky investments that present the possibility of large profits, but also pose a higher-than-average possibility of loss.
  3. quality of an asset that permits it to be converted quickly into cash without loss of value; availability of money; when there is more liquidity, there is typically less return.
  4. annuity that has a varying rate of return based on the mutual funds in which one has invested.
  5. funds comprised of large, well-established companies.

5 True/False questions

  1. growth stock mutual fundfund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund.

          

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

          

  3. money marketmutual 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.

          

  4. mutual fundmutual fund containing a group of medium-sized companies that are growing.

          

  5. small-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.