PF - Unit 6: Investing Strategies & Exponential Functions

Front

The S&P 500 is…

Back

An index of the 500 largest publicly-traded companies in the US

Front

All of the following are true about robo-advisors, EXCEPT…

Back

Robo-advisors generally have a higher account minimum than a traditional financial advisor

Front

Alberto has decided to invest his retirement money into a mutual fund filled with mid-sized US companies. The fund manager is…

Back

The person who selects which stocks to include in the fund

Front

Factors to consider when opening a brokerage account include: Your investing goals, Who will manage the account, Fees that will be charged. What is NOT a factor?

Back

The location of the brokerage company

Front

How is the portfolio in Alma's target-date fund (TDF) most likely allocated if the planned retirement date is 38 years in the future?

Back

Majority stocks and a small percentage of bonds

Front

Which fund will most working American citizens have access to at retirement? Options: A traditional IRA, A Roth IRA, A pension plan, Social Security

Back

Social Security

Front

If you invest money into an index fund that tracks the Dow Jones Industrial Average, you would expect…

Back

Your returns to track the performance of 30 large US companies

Front

Which statement about the investment fees associated with mutual funds is true?

Back

Fees, compounded over the life of your investment, can substantially decrease your returns

Front

Which type of fund is usually passively managed, can be traded throughout the day, and is bought directly from other investors like a stock?

Back

Exchange-traded fund

Front

In 2022, Noah, 24 years old and planning to retire at 67, is choosing a target-date fund at Alpine brokerage. Which fund should they choose? Options: Alpine Target Retirement 2060 Fund, Alpine Target Retirement 2065 Fund, Alpine Target Retirement 2070 Fund, Alpine Target Retirement 2075 Fund

Back

Alpine Target Retirement 2065 Fund