Investment Fund 7th period

Investment Fund 7th period

Assessment

Flashcard

Social Studies

12th Grade

Hard

Created by

Wayground Content

FREE Resource

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34 questions

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1.

FLASHCARD QUESTION

Front

What is the management style of mutual funds?

Back

Actively managed

2.

FLASHCARD QUESTION

Front

How do investors earn from mutual funds?

Back

Through dividends and interest

3.

FLASHCARD QUESTION

Front

What type of investments do mutual funds typically include?

Back

A mix of stocks, bonds, and other assets

4.

FLASHCARD QUESTION

Front

What is the holding period requirement for index funds?

Back

No required period

5.

FLASHCARD QUESTION

Front

What is a key feature of target-date funds (TDFs) regarding asset mix?

Back

Becomes more conservative over time

6.

FLASHCARD QUESTION

Front

Alex, a high school senior, has $200 to invest for future education. Which investment fund is the most suitable for a low-risk, long-term investment? Options: Mutual Fund, Index Fund, Exchange-Traded Funds, Target-Date Fund

Back

Index Fund

7.

FLASHCARD QUESTION

Front

David, a high school sophomore, wants to invest $800 for retirement and prefers a hands-off approach. He wants a professional to manage his investments. Which is the most suitable for him? Options: Mutual Fund, buy Bonds, buy Stocks

Back

Mutual Fund

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