Investing Bell Ringer 6-7

Investing Bell Ringer 6-7

12th Grade

10 Qs

quiz-placeholder

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Investing Bell Ringer 6-7

Investing Bell Ringer 6-7

Assessment

Quiz

Financial Education

12th Grade

Medium

Created by

LORI MANSHIP

Used 1+ times

FREE Resource

10 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

When talking about investing, what does it mean when someone refers to a fund?

A type of savings account that you can use for emergency expenses

A pool of money from shareholders that is used to invest in a collection of assets like stocks and bonds

A way to crowdsource money from people online to help pay for an expense

An amount someone has in their checking account

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

The goal of an actively managed fund is to outperform the market. What does this mean?

The fund is guaranteed to provide a rate of return that is lower than the overall market

The fund will match the overall return of the market

The fund is managed by a fund manager, who tries to beat the overall market’s rate of return

If the actively managed fund does not beat the market, the fund manager will pay you the difference

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

All of the following are true about a passively managed fund EXCEPT…

Fees for a passively managed fund are typically lower than those for an actively managed fund

Passively managed funds are generally seen as low risk investments

A passively managed fund seeks to match the average return of the securities it includes

Passively managed funds are managed by a fund manager

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Geraldo reviews his brokerage statement and sees the following two mutual fund investments that he made a year ago. ActiveFund20 had an average return (before fees) of 7.0% per year and an annual fee of 1%. PassiveFund500 had an average return (before fees) of 6.5% per year and an annual fee of 0.1%. Which investment had a better return for Geraldo (net of fees)?

ActiveFund20: It had an overall return of 8.0% while PassiveFund500 had an overall return of 6.6%

PassiveFund500: It had an overall return of 6.6% while ActiveFund20 had an overall return of 8%

ActiveFund20: It had an overall return of 7.0% while PassiveFund500 had an overall return of 6.5%

PassiveFund500: It had an overall return of 6.4% while ActiveFund20 had an overall return of 6.0%

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Why are Index Funds such a popular investing option?

They are a mix of 2-3 individual stocks that can help you diversify your portfolio

They provide a low-cost, diversified investment option that closely matches the overall return of a given index, such as the S&P 500

They are actively managed by a fund manager

They are managed by robo-advisors that guarantee higher returns than the overall stock market

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following statements about Exchange Traded Funds (ETFs) is TRUE?

ETFs are traded once a day after the market closes

An ETF is a single stock that you can buy in the stock market

Actively managed ETFs have very low fees

ETF prices can change throughout the day as they are exchanged on the market

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

I am actively managed and usually come with higher fees. Which investment am I?

Mutual Fund

Index Fund

ETF

TDF

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