Jeopardy -investments (week 5)

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Learning Game--Mutuals

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  • Jeopardy -investments (week 5)

    1. 1. Donna M. Kesot, CPCU, Copyright 2012 . All Rights Reserved, 4-11-2012
    2. 2. MutualRisks Investing 101 Miscellaneous Funds100 100 100 100 200 200 200 200300 300 300 300 400 400 400 400
    3. 3.  The risk that an asset cannot be sold on short notice without incurring a loss
    4. 4.  What is liquidity risk? Home
    5. 5.  Name 4 investment risks
    6. 6. What are: Inflation risk Financial risk Business risk Exchange Rate risk Interest Rate risk Market risk Specific/unsystematic risk Systematic risk? Home
    7. 7.  Specific risk or unsystematic risk
    8. 8. What risk that arises from features that areunique to a particular risk? Home
    9. 9.  Risk that is common to all securities of the same general class and therefore cannot be eliminated by diversification
    10. 10. What is systematic risk? Home
    11. 11.  Advantages of mutual funds
    12. 12. What are diversification, professionalmanagement, convenience, and readymarketability? Disadvantages are Cost of Intermediary Expense can vary Selection issue Home
    13. 13.  Mutual Fund Investment Co. Types (3)
    14. 14. What are1. Face Amount Certificates2. Unit Investment Trusts mutual funds?3. Management Companies?For additional 400 points. Are thesemore or less secure than US Treasuryissues? Home
    15. 15. The market value of a fund share
    16. 16.  What is Net Asset Value (NAV)? (Mutual fund net worth) ÷ (# of mutual fund shares outstanding) Home
    17. 17.  Mutual Fund Types
    18. 18.  What are Open-ended Funds Closed-end Funds Load & No-Load Funds? › Front end loads are funds where the investor pays a fee at purchase but not at redemption Home
    19. 19.  A large investment portfolio comprising many different securities—either stocks, bonds, or both—in addition to other investments
    20. 20. What is a mutual fund? Home
    21. 21.  Index Fund
    22. 22. A mutual that tracks the marketrather than trying to outperformthe market Home
    23. 23.  The practice of using borrowed money to invest
    24. 24.  What is leverage? Home
    25. 25. Steps of an Investment Plan
    26. 26. What are1. Determine investment goals2. Estimate savings requirements and set priorities3. Determine acceptable level of investment risk4. ID investment alternatives5. Select the appropriate investment approach6. Monitor & review the investment plan? Home
    27. 27.  The profit a securities or capital investment usually, an annual percentage rate
    28. 28.  What is an investment return? Home
    29. 29.  Exchange Traded Fund
    30. 30.  What is a fund purchases assets and sells shares like a mutual but which can be traded like a stock because the shares represent proportional ownership Home
    31. 31.  Two Acts which regulates investment companies
    32. 32. What are:Sale of shares1. Securities Act of 19332. Securities Exchange Ac t of 1934Operations Company Act of 1940 (operations Investors Advisement Act of 1940 Daily Double = 600 points Home What does SEC stand for?
    33. 33.  Two ways to measure administrative performance of funds
    34. 34. What are expense ratio and income ratio? E/R = Total operating expenses ÷fund net assets I/R= Total operating expenses ÷ Fund Incomes Total operating expenses includes management fees and expenses Home

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