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EPF Module 13: Mutual Funds and Other Investments

Quiz by Pa'Trice Day Owens

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25 questions
Show answers
  • Q1
    Income dividends are the earnings from a Mutual Fund. Direct Income is the earnings from a bond.
    True
    False
    60s
  • Q2
    Bonds and Mutual Funds are the speculative investments to place in your portfolio.
    False
    True
    60s
  • Q3
    Index funds are based on how a group of companies are performing in the market.
    True
    False
    60s
  • Q4
    The S & P 500 is an example of an index fund.
    True
    False
    60s
  • Q5
    Diversification is a key reason for buying a
    mutual fund
    Treasury note
    municipal bond
    corporate bond
    60s
  • Q6
    Only a fixed number of shares are issued for a(n)
    no-load fund
    open-end fund
    load fund
    closed-end fund
    60s
  • Q7
    High Yield (Junk) Bonds are companies invest in high yield, High risk corporate bonds.
    False
    True
    60s
  • Q8
    A mutual fund in which you pay a commission every time you buy or sell shares
    closed-end fund
    family of funds
    load fund
    open-end fund
    60s
  • Q9
    The amount one share of mutual fund is worth is called
    12b-1 fee
    Load Fund
    capital gain
    Net Asset Value (NAV)
    60s
  • Q10
    The profit that results from an increase in value when an investor sells shares in a mutual fund
    12b-1 fee
    income dividends
    load fund
    capital gain
    60s
  • Q11
    Has an unlimited number of shares that are issued and redeemed by an investment company at the request of investors
    open-end fund
    closed-in fund
    yield
    bearer bond
    60s
  • Q12
    Helps pay for marketing and advertising of a mutual fund
    12b-1 fee
    Convertible Bond
    Junk Bond
    Load
    60s
  • Q13
    A drawback for investing in real estate is the amount of time it may take to sell. This inability to convert assets into cash quickly is known as
    liquidity
    secure loan
    illiquidity
    unsecure loan
    60s
  • Q14
    True or False: Storing precious metals is easy.
    False
    True
    60s
  • Q15
    When investing in collectibles, precious gems and metals, investors need to beware of
    high interest rates
    scams and fraud
    Junk Bonds
    dividends
    60s

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