Chapter 12 Wealth Management 2

Chapter 12 Wealth Management 2

University

10 Qs

quiz-placeholder

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Chapter 12 Wealth Management 2

Chapter 12 Wealth Management 2

Assessment

Quiz

Financial Education

University

Practice Problem

Hard

Created by

Cason Crenshaw

Used 1+ times

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10 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

What could cause a closed-end fund to trade at a price of 2% or below its NAV?

Normal supply and demand for shares

Breaking the buck

Higher than normal share redemption

2.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

What type of investment company has both a fixed portfolio and a fixed termination date in the future?

ETF

Unit Investment Trust

Mutual Fund

Closed End

3.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

Which type of mutual fund primarily aims for long-term capital appreciation and involves higher risk compared to other mutual funds?

Money Market Funds

Fixed Income Funds

Equity Funds

Hybrid Funds

4.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

What is the primary objective of money market mutual funds?

Long-term Capital growth

Capital preservation and liquidity

Generating regular income through coupon payments

Providing balanced exposure to different asset classes

5.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

Which management type has a higher expense ratio?

Active

Passive

Neither, they have equal expense ratios

6.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

If you hold your investment in a fund with a back end load for longer than 5 years there normally is no fee when you redeem the shares. True or False?

True

False

7.

MULTIPLE CHOICE QUESTION

20 sec • 10 pts

What is the maximum total 12b-1 fee a fund can charge investors in a certain year?

50 basis points

30 basis points

100 basis points

75 basis points

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