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mutual fund

Total questions: 11

Worksheet time: 6mins

Name
Class
Date
1.

What type of mutual fund would be most appropriate for a person who wants an international mutual fund without the risks associated with stocks?

a)

Balanced Fund

b)

Growth Fund

c)

Global Stock Fund

d)

Global Bond Fund

2.

What type of mutual fund would be most appropriate for an investor who is interested in investing in health care stocks?

a)

Balanced Fund

b)

Industry Fund

c)

Global Stock Fund

d)

Regional Stock Fund

3.

What type of mutual fund would be most appropriate for a person who is interested in long-term growth for future financial security?

a)

Balanced Fund

b)

Global Stock Fund

c)

Growth Fund

d)

Income Fund

4.

What type of mutual fund would be most appropriate for a retired person who desires investment earnings to provide for current living expenses?

a)

Balanced Fund

b)

Growth Fund

c)

Income Fund

d)

Industry Fund

5.

What type of mutual fund would be most appropriate for a person who wants to invest in a blend of stocks and bonds?

a)

Balanced Fund

b)

Growth Fund

c)

Income Fund

d)

Municipal Bond Fund

6.

A mutual fund distributor is paid commission for

a)

First 5 years of Investment done by investor

b)

First 10 years of investment done by investor

c)

As long as investor held the investment

7.

A sectoral fund should invest minimum how much % of its portfolio in particular sector.

a)

60%

b)

80%

c)

75%

d)

70%

8.

A sectoral fund is a ...?

a)

Low risk fund

b)

Moderate risk fund

c)

High risk fund

d)

Low-to-moderate risk fund

9.

Under Dynamic Asset allocation fund-

a)

0-100% can be invested in Debt

b)

0-100% can be invested in Equity

c)

0-100% can be invested in Equity or Debt.

10.

Which of the following debt funds has highest investment tenure?

a)

Money market Fund

b)

Floater Fund

c)

Gilt Fund

d)

Corporate Bond Fund

11.

Which category of Mutual Fund invest minimum of 65% in equity across different market cap?

a)

Large Cap Funds

b)

Sectoral Funds

c)

Multi Cap Funds

d)

Small Cap Funds