Stocks, Bonds, Mutual Funds QUIZ

Stocks, Bonds, Mutual Funds QUIZ

12th Grade

8 Qs

quiz-placeholder

Similar activities

PF Unit 5 Review Lessons 1,4,6, & 7

PF Unit 5 Review Lessons 1,4,6, & 7

9th - 12th Grade

12 Qs

Income Taxes

Income Taxes

12th Grade

12 Qs

Financial Literacy

Financial Literacy

University

9 Qs

IFE S2 The Economic Role of Finance

IFE S2 The Economic Role of Finance

University

10 Qs

Building an Emergency Fund Questions

Building an Emergency Fund Questions

12th Grade

10 Qs

How Ignoring This Advice Cost Me $1 Billion in My 30s

How Ignoring This Advice Cost Me $1 Billion in My 30s

9th - 12th Grade

10 Qs

stocks

stocks

12th Grade

10 Qs

IAS 2, IAS 16 & IAS 40

IAS 2, IAS 16 & IAS 40

University

11 Qs

Stocks, Bonds, Mutual Funds QUIZ

Stocks, Bonds, Mutual Funds QUIZ

Assessment

Quiz

Financial Education

12th Grade

Medium

Created by

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]