PF - Unit 6: Investing Strategies & Exponential Functions

PF - Unit 6: Investing Strategies & Exponential Functions

9th - 12th Grade

20 Qs

quiz-placeholder

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PF - Unit 6: Investing Strategies & Exponential Functions

PF - Unit 6: Investing Strategies & Exponential Functions

Assessment

Quiz

Financial Education

9th - 12th Grade

Practice Problem

Medium

Created by

Charles Davis

Used 1+ times

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20 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The S&P 500 is…

An actively managed mutual fund
A diverse collection of stocks and bonds
An index of the 500 largest publicly-traded companies in the world
An index of the 500 largest publicly-traded companies in the US

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

Robo-advisors generally have lower fees than a traditional financial advisor
Robo-advisors generally have a higher account minimum than a traditional financial advisor
Robo-advisors use an algorithm to automate the investing process
Robo-advisors generally invest your portfolio based on your goals and risk tolerance

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

A CEO at one of those midsize companies
The person who selects which stocks to include in the fund
The website where Alberto logs in to check his fund’s value
The budgeting software Alberto uses to make sure he has enough saved every month

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

All of the following are factors to consider when opening a brokerage account EXCEPT

Your investing goals
Who will manage the account
Fees that will be charged
The location of the brokerage company

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Alma recently started investing in a target-date fund with a planned retirement date that is 38 years in the future. How is the portfolio in her TDF most likely allocated?

Majority stocks and a small percentage of bonds
Half stocks and half bonds
Majority bonds and a small percentage of stocks
Her TDF allocation will depend on the specific securities she selects

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which fund will most working American citizens have access to at retirement?

A traditional IRA
A Roth IRA
A pension plan
Social Security

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

A lot of high fees, because there are only 30 companies in that index
To outperform most other investors because of the elite status of this index
Your returns to track the performance of 30 large US companies
Your fund manager to contact you on a regular basis with suggestions on whether to buy or sell

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