MUTUAL FUND: What is the future value of an initial investment of $10,000 at an annual return rate of 5%, and expense ratio of 0.28%, for 8 years?
[include $ and 2 decimal places]
Stocks, Bonds, Mutual Funds QUIZ
Quiz
•
Financial Education
•
12th Grade
•
Medium
Angela Woods
Used 1+ times
FREE Resource
8 questions
Show all answers
1.
FILL IN THE BLANK QUESTION
1 min • 1 pt
MUTUAL FUND: What is the future value of an initial investment of $10,000 at an annual return rate of 5%, and expense ratio of 0.28%, for 8 years?
[include $ and 2 decimal places]
2.
FILL IN THE BLANK QUESTION
1 min • 1 pt
MUTUAL FUNDS: Calculate the NAV
Total Assets: $43 million
Liabilities: $875,000
Shares Outstanding: $250,000
[use $ and 2 decimal places]
3.
FILL IN THE BLANK QUESTION
1 min • 1 pt
BONDS: Calculate what you will receive over 10 years.
Face Value: $5,000
Coupon Rate: 6.4%
Maturity: 10 years
[use $ and NO decimals]
4.
FILL IN THE BLANK QUESTION
1 min • 1 pt
BONDS: Calculate the YTM percent.
Face Value: $2,000
Purchase Price: $1850
Coupon Payment: $126
Time to Maturity: 4 years
[type as a percent with a % sign and 2 decimal places]
5.
FILL IN THE BLANK QUESTION
1 min • 1 pt
STOCKS: Market Cap
A company with a market cap of $29.4 billion and 850 million shares outstanding has a share price of what?
[use $ sign and 2 decimal places]
6.
FILL IN THE BLANK QUESTION
1 min • 1 pt
STOCKS: Capital Gains
Current Value of stocks is $9349
Purchase price of stocks was $8902
type the capital gains with $ signs and NO decimals
7.
FILL IN THE BLANK QUESTION
1 min • 1 pt
Stocks: Calculate ROI
You bought 20 shares of stock at $32 each. If the stock value rises to $37 per share, what is your return on investment?
[Type with % sign]
8.
FILL IN THE BLANK QUESTION
1 min • 1 pt
STOCKS: Capital Gain with Dividends
You purchase 48 shares at $23.56 each. You receive $1.75 per share in dividends over the year. At the end of the year, the stock price rises to $28.01 per share. Calculate the ROI.
[use % sign and 2 decimal places]
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