WorksheetsMutual Funds
Total questions: 10
Worksheet time: 5mins
A type of mutual fund that includes companies primed for revenue or earnings growth at a pace that is faster than that of either industry peers or the market overall.
Growth funds
Income fund
balance fund
Index funds
The goal of these funds is to produce current income in the form of interest or dividends.
Income funds
Growth funds
Balance funds
Index funds
A type of mutual funds, that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.
Balanced funds
Money market fund
Income funds
Growth funds
A type of mutual funds that invests in high-quality, short-term debt instruments, cash, and cash equivalents.
Money market funds
Balance funds
Index funds
Growth funds
It is a mutual fund that purchases international stocks and bonds as well as U.S. securities.
Global funds
Index funds
Money market funds
income funds
It is a portfolio of stocks or bonds designed to react on the composition and performance of a financial market index.
Index fund
Global funds
Income
Mutual funds
It is a formal document that is required by and filed with the Securities and Exchange Commission (SEC) that provides details about an investment offering to the public.
Prospectus
Brochures
Pamphlets
Official gazette
A fee that is Imposed if account falls below a particular level.
Account fee
Sales Fee
Purchase fee
Exchange fee
Some fund charge this fee when you purchase their shares to defray costs to the fund associated with your purchase.
Purchase fee
Sales fee
Exchange fee
Management fees
Similar to a commission you pay to a broker
Sales load
Account fee
Brokers fee
Management fee
