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Mutual Funds & Asset allocation

Authored by Ira Rachmiati

Social Studies

9th - 12th Grade

Mutual Funds & Asset allocation
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40 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What makes mutual funds attractive to novice investors?

Guaranteed returns

High-risk leverage

Professional management and diversification

Tax-free income

Real-time control over holdings

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following is an open-end mutual fund?

A hedge fund

A fund with a fixed number of shares

A fund that continuously issues and redeems shares at NAV

An ETF

A money market account

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Mutual fund NAV is calculated by:

Total assets minus liabilities divided by total shares

Total returns divided by assets

Market cap divided by price

Total dividends divided by stock price

Book value divided by liabilities

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of these expenses reduces investor returns from mutual funds?

Capital gains

Dividends

Management fees

NAV growth

Indexing

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is a major advantage of index mutual funds?

High turnover

Active speculation

Low expense ratio

High alpha

Insider access

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which scenario best explains over-diversification in mutual funds?

Investing in 3 stocks

Holding only bonds

Holding hundreds of overlapping assets with minimal risk reduction

Buying only tech mutual funds

Switching funds monthly

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should an investor analyze when comparing mutual funds?

Number of employees

CEO net worth

Expense ratio and historical performance

IPO valuation

Headquarters location

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