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WorksheetsSAI:Savings, Stocks, Bonds, Mutual Funds & Other Investments
Total questions: 16
Worksheet time: 12mins
Name
Class
Date
1.
The rates of return and risk for ________ at a bank are usually lower than other forms of investment.
a)
investing
b)
saving
c)
diversifying
d)
divesting
2.
CDs may be purchased for as little as ___.
a)
$1,000
b)
$5,000
c)
$500
d)
$10,000
3.
Regarding the ROI of CDs,
the _____ the time frame,
the _____the interest rate.
the _____ the time frame,
the _____the interest rate.
a)
shorter, higher
b)
longer, lower
c)
shorter, lower
d)
longer, higher
4.
The ______ is the primary place for companies to obtain financing for their operations and for investors to profit on the growth of those companies.
a)
farmer's market
b)
stock market
c)
supermarket
d)
marketplace
5.
If stock shares are purchased through a brokerage firm, the broker holds the stocks in _____.
a)
"good faith"
b)
“street name”
c)
a "vault"
d)
"pocket"
6.
There is no guarantee, that a publicly-traded company will be successful.
a)
TRUE
b)
FALSE
7.
When investors own a public company’s _______, they are entitled to vote in the election of company officers as well as other important matters.
a)
common stock
b)
preferred stock
8.
Shareholders of ________ do not usually have voting rights, but they do usually receive a fixed dividend.
a)
preferred stock
b)
common stock
c)
stock cards
d)
stock yards
9.
_____ means that instead of paying you by check or depositing the money into your account, the amount of the dividend is used to buy more shares of the company’s stock in your name.
a)
dividend reinvestment plan
b)
preferred stock price plan
c)
stock reimbursement plan
d)
investment re-entry plan
10.
The terms large-cap, mid-cap, and small-cap refer to the issuing company’s ________.
a)
investment cap
b)
stock capitalization
c)
market
capitalization
capitalization
d)
profit capitalization
11.
______ stocks are shares of companies exhibiting relatively fast growth in earnings, which generally causes the stock price to go up.
a)
Penny
b)
Growth
c)
Blue-chip
d)
Value
12.
_____ stocks are characterized as those that would pay high and
regular dividends.
regular dividends.
a)
Optional
b)
Value
c)
High-yield
d)
Income
13.
_____ stock is the name applied to the stock of large, well-known, well-established companies with good reputations.
a)
Paint chip
b)
Dip and chip
c)
Blue chip
d)
Chocolate chip
14.
____ stocks are those considered to be selling at lower prices or “undervalued” because the companies that issue these shares have had business setbacks or are out of favor with investors.
a)
Discount
b)
Reduced
c)
Value
d)
Underrated
15.
If a bond is held to maturity, the investor will receive an amount stated on the bond known as the _______.
a)
ticket value
b)
face value
c)
maturation value
d)
printed value
16.
The declared interest of the bond is called the ______ rate.
a)
bonded
b)
coupon
c)
agreed-upon
d)
declaration
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