7.3 - Index Funds and TDFs

As you get older, a Target Date Fund will adjust by…

• Increasing your stocks and decreasing your bonds.

• Decreasing your stocks and increasing your bonds.

• Holding your stocks the same and slightly increasing your bonds.

• Slightly decreasing your stocks and holding your bonds the same.

From the videos, which statement is true about mutual and index funds?

• Index funds require a reseach analyst and trade less often then mutual funds

• Index funds don't require a reseach analyst and trade less often then mutual funds

• Mutal funds require a reseach analyst and trade less often then index funds

• Mutal funds don't require a reseach analyst and trade more often then index funds

Index funds...

• have a fund manager and continue to match the index

• do not have a fund manager and continue to match the index

• have a fund manager and reseach is involved to beat the market

• do not have a fund manager and cost more

Which of the following is NOT an investment option...

• Picking stocks

• Picking index funds

• PIcking managers

• PIcking savings accounts

TDFs are based on ....

• Retirement date and level of risk

• Retirement money and age

• Age and number of yeared worked

• $ invested and retirement date

TDF stands for...

• Target Date Fund

• Target Data Funding

• Tank Data Freedom

• Through Down Funds