Investment Fund Types

What is the management style of mutual funds?

• Passively managed

• Actively managed

• Self-managed

• Index-based

How do investors earn from mutual funds?

• Through interest only

• Through dividends and interest

• Through capital gains only

• Through rental income

What is the management style of index funds?

• Actively managed

• Passively managed

• Self-managed

• Professionally managed

What is a key feature of exchange-traded funds (ETFs) regarding buying and selling?

• Can only be bought at the end of the day

• Can be bought and sold like stocks throughout the trading day

• Can only be sold at a higher price

• Can only be bought through brokers

What is the management style of target-date funds (TDFs)?

• Passively managed

• Actively managed

• Self-managed

• Index-based

What type of investments do mutual funds typically include?

• Only stocks

• Only bonds

• A mix of stocks, bonds, and other assets

• Only real estate

What is the holding period requirement for index funds?

• No required period

• Short-term only

• Long-term only

• Medium-term only

How do investors earn from index funds?

• Through rental income

• Through index growth, dividends, and interest

• Through capital gains only

• Through interest only

What is a key feature of target-date funds (TDFs) regarding asset mix?

• Becomes more aggressive over time

• Becomes more conservative over time

• Remains constant

• Becomes more diversified over time

What is the holding period requirement for exchange-traded funds (ETFs)?

• No required holding period

• Short-term only

• Long-term only

• Medium-term only