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Chapter 12 - Multiple Choice Quiz



This activity contains 25 questions.

Question 1.
A major difference between load and no-load funds is

 
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Question 2.
The Frank fund trades on the NYSE. Its recent price is $10, but its NAV is $12. We know then

 
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Question 3.
If your investment goal is simply to match the market, should buy a(n)

 
End of Question 3


Question 4.
You are evaluating a fund. What activity would you typically not undertake in this effort?

 
End of Question 4


Question 5.
The Grim Fund's rate of return was 9%, while the market return was 15%. Grim's beta was 0.5.

 
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Question 6.
A unit investment trust differs from most mutual funds in that

 
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Question 7.
Which item below would not be a characteristic of an exchange-traded fund (ETF)?

 
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Question 8.
An equity trust is a(n)

 
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Question 9.
In portfolio management, a constant ratio plan is one that

 
End of Question 9


Question 10.
Your employer has a 401(K) plan. Which item below is correct and/or good advice?

 
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Question 11.
With an open-end fund, you

 
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Question 12.
A closed-end fund's shares

 
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Question 13.
If you would like to invest in the software industry, you should look for

 
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Question 14.
Which service below would a mutual fund typically not offer?

 
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Question 15.
Which service below does not evaluate mutual funds?

 
End of Question 15


Question 16.
A "holdr" is

 
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Question 17.
Which item below is not correct with respect to a REIT qualifying as an investment company for tax purposes?

 
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Question 18.
Many employers offer 401(k) plans. Which item below is not good advice if you join such a plan?

 
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Question 19.
A variable ratio plan refers to

 
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Question 20.
Which investment below would be most appropriate for investors who need income?

 
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Question 21.
The Hale Fund had an average annual total return of 16% and a beta value of 1.5. The return on the S&P 500 stock index was 12%. Hale Fund's RAROR is:

 
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Question 22.
A "spider" refers to:

 
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Question 23.
As an investment opportunity, limited partnerships

 
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Question 24.
Which portfolio of mutual funds would be most appropriate for an aggressive investor?

 
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Question 25.
Which portfolio of mutual funds would be most appropriate for a cautious investor?

 
End of Question 25





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