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Jeopardy -investments (week 5)

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Learning Game--Mutuals

Learning Game--Mutuals

Published in: Economy & Finance, Business

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    • 1. Donna M. Kesot, CPCU, Copyright 2012 . All Rights Reserved, 4-11-2012
    • 2. MutualRisks Investing 101 Miscellaneous Funds100 100 100 100 200 200 200 200300 300 300 300 400 400 400 400
    • 3.  The risk that an asset cannot be sold on short notice without incurring a loss
    • 4.  What is liquidity risk? Home
    • 5.  Name 4 investment risks
    • 6. What are: Inflation risk Financial risk Business risk Exchange Rate risk Interest Rate risk Market risk Specific/unsystematic risk Systematic risk? Home
    • 7.  Specific risk or unsystematic risk
    • 8. What risk that arises from features that areunique to a particular risk? Home
    • 9.  Risk that is common to all securities of the same general class and therefore cannot be eliminated by diversification
    • 10. What is systematic risk? Home
    • 11.  Advantages of mutual funds
    • 12. What are diversification, professionalmanagement, convenience, and readymarketability? Disadvantages are Cost of Intermediary Expense can vary Selection issue Home
    • 13.  Mutual Fund Investment Co. Types (3)
    • 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. The market value of a fund share
    • 16.  What is Net Asset Value (NAV)? (Mutual fund net worth) ÷ (# of mutual fund shares outstanding) Home
    • 17.  Mutual Fund Types
    • 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.  A large investment portfolio comprising many different securities—either stocks, bonds, or both—in addition to other investments
    • 20. What is a mutual fund? Home
    • 21.  Index Fund
    • 22. A mutual that tracks the marketrather than trying to outperformthe market Home
    • 23.  The practice of using borrowed money to invest
    • 24.  What is leverage? Home
    • 25. Steps of an Investment Plan
    • 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.  The profit a securities or capital investment usually, an annual percentage rate
    • 28.  What is an investment return? Home
    • 29.  Exchange Traded Fund
    • 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.  Two Acts which regulates investment companies
    • 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.  Two ways to measure administrative performance of funds
    • 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