Mutual funds & ETFs
Authored by Tuoya Deach
Financial Education
6th - 8th Grade
Used 4+ times
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10 questions
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1.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
You can diversify in multiple ways:
Assets like stocks, bonds, and real estate
Sectors like consumer goods, technology, energy, financials, etc
Markets like domestic, international, emerging markets
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If you are properly diversified, a downturn in one sector or market won't sink your whole portfolio.
True
False
3.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
Tools for diversification:
Mutual Funds
ETFs (Exchange Traded Funds)
2 to 5 stocks
4.
FILL IN THE BLANKS QUESTION
1 min • 1 pt
The modern mutual fund was born in which year?
(a)
5.
FILL IN THE BLANKS QUESTION
1 min • 1 pt
The first successful ETF was born in which year?
(a)
6.
MATCH QUESTION
3 mins • 5 pts
Match the following
passively managed
Most mutual funds are _______
actively managed
Most ETFs are ___________
ETFs
Investors trade their shares from other investors, similar to how stocks trade on the market
Mutual Funds
Investors trade their shares directly from the fund provider
7.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
Trades can happen at any point during the day-making them even more accessible and liquid to investors
Mutual funds
ETFs
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