MUTUAL FUNDS, STOCKS, BONDS (12.7)

What is a large pool of money that several people put together, and that is usually invested in stocks and bonds and managed by a financial expert?

• Mutual fund
• Stock
• Bond
• Bitcoin

If a bond is held to maturity, the investor will receive an amount stated on the bond known as the _______.

• ticket value
• face value
• maturation value
• printed value

Tags

CCSS.7.RP.A.3

As an investor, if you wanted to diversify your retirement portfolio, which financial product should you select?

• Stock
• Mutual fund
• Bond
• Bitcoin

The declared interest of the bond is called the ______ rate.

• bonded
• coupon
• agreed-upon
• declaration

Tags

CCSS.RF.3.3B

CCSS.RF.3.3C

CCSS.RF.3.3D

CCSS.RF.4.3A

CCSS.RF.5.3A

Which of the following is the LEAST risky investment?

• corporate bonds
• stocks
• U.S. Treasury bonds
• mutual funds

Which of the following is an advantage of Mutual Funds?

• Dilution

• Tax Inefficiency

• Expert Management

• High expense Ratio

Stocks represent ownership in a corporation.

• TRUE
• FALSE

Tags

CCSS.L.11-12.4C

CCSS.L.6.4C

CCSS.L.7.4C

CCSS.L.8.4C

CCSS.L.9-10.4C

People who invest in stocks cannot lose their money.

• TRUE
• FALSE

Mark bought 100 shares of Intel stock. Each share sold for $35.50. If no fees were involved, Mark paid $3,550 for the shares.

• TRUE
• FALSE

Tags

CCSS.5.NBT.B.7

People who own stocks are guaranteed a return on the money they have invested in stocks.

• TRUE
• FALSE

Tags

CCSS.L.11-12.4C

CCSS.L.6.4C

CCSS.L.7.4C

CCSS.L.8.4C

CCSS.L.9-10.4C