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Worksheetsmutual fund
Total questions: 11
Worksheet time: 6mins
What type of mutual fund would be most appropriate for a person who wants an international mutual fund without the risks associated with stocks?
Balanced Fund
Growth Fund
Global Stock Fund
Global Bond Fund
What type of mutual fund would be most appropriate for an investor who is interested in investing in health care stocks?
Balanced Fund
Industry Fund
Global Stock Fund
Regional Stock Fund
What type of mutual fund would be most appropriate for a person who is interested in long-term growth for future financial security?
Balanced Fund
Global Stock Fund
Growth Fund
Income Fund
What type of mutual fund would be most appropriate for a retired person who desires investment earnings to provide for current living expenses?
Balanced Fund
Growth Fund
Income Fund
Industry Fund
What type of mutual fund would be most appropriate for a person who wants to invest in a blend of stocks and bonds?
Balanced Fund
Growth Fund
Income Fund
Municipal Bond Fund
A mutual fund distributor is paid commission for
First 5 years of Investment done by investor
First 10 years of investment done by investor
As long as investor held the investment
A sectoral fund should invest minimum how much % of its portfolio in particular sector.
60%
80%
75%
70%
A sectoral fund is a ...?
Low risk fund
Moderate risk fund
High risk fund
Low-to-moderate risk fund
Under Dynamic Asset allocation fund-
0-100% can be invested in Debt
0-100% can be invested in Equity
0-100% can be invested in Equity or Debt.
Which of the following debt funds has highest investment tenure?
Money market Fund
Floater Fund
Gilt Fund
Corporate Bond Fund
Which category of Mutual Fund invest minimum of 65% in equity across different market cap?
Large Cap Funds
Sectoral Funds
Multi Cap Funds
Small Cap Funds
