equity income fund - composed of high-yield, high-grade common stocks, along with some convertible securities and preferred stocks
value fund - target stocks that are undiscovered and thus priced below their true value
balanced funds - balances current income and capital gains with an emphasis on capital gains
socially responsible mutual fund- aimed at supporting a moral, ethical, or environmental issue
drop down 1,2 & 3 - •growth and income funs •equity income fund •value fund drop...
drop down 1&2- •future current income • future capital appreciation dropdown 3- • 16.90 • 14.59 • 18.24 • 6.00 dropdown 4- • 20.34 • 18.24 • 18.32 • 17.29 page may not uncon Correctly. Click here to learn more 7. Forecasting mutual fund value Aa Aa Evaluating Mutual Fund Performance When buying a mutual fund, you might expect to earn money through (from dividends), (from increases in share price of the fund's underlying securities), or both. You can calculate...
Term Answer Description A. Pooled diversification This term refers to the value of a mutual fund that is derived by deducting the fund's liabilities from the market value of the shares. Net asset value This is an investment asset usually real estate, bought with the goal of earning periodic income in the form of rent or lease. Tax exempt money fund This fund limits its investments to short-term, tax-exempt municipal securities. D. Automatic reinvestment plan This plan enables an investor...
a life-cycle fund purchase assets designed to meet the needs of individuals in Growth fund Income fund Balanced fund International fund Question 15 Which benefit of investing in mutual funds pertains to t due to a large demand for mutual fund assets? Liquidity Withdrawal option Dividend reinvestment Diversification Question 16 A life-cycle fund purchases assets designed to meet retirement only. middle-income earning years. a particular stage of life. high-income-earning years. Question 17 Which statement regard REITs is false?
Hello, are you able to help with the multi question? 1) A) Which of the following statements is false? Even the best portfolio managers sometimes make mistakes. Investors purchase mutual funds for diversification. Investors purchase mutual funds because of professional management. Investors who purchase mutual funds are guaranteed a higher rate of return than a comparable investment in stocks or bonds. Professional mutual fund managers work for an investment company. B) Which of the following statements is true? Mortgage funds...
Question 2 Equity mutual fund managers reveal their market views through the portion of their portfolios they hold in cash. As they get more bullish, which of the following would you expect to see happen? The cash holdings of mutual funds should decrease The cash holdings of mutual funds should be unchanged. The cash holdings of mutual funds should increase Some technical trading rules try to detect shifts in demand and supply. Which of the following can be viewed as...
A mutual fund’s net asset value is $39.30, but the fund charges a 3 percent load fee (front- loaded) and an exit fee of 1 percent (if redeemed in 6 months) of net asset value. An individual client purchases 10 shares of the mutual fund on Jan 5 of year 20X1. During the year 20X1, the fund distributes $3.45 capital gain and $0.75 dividend income. The net asset value rises to $42.12 on Jan 5 of year 20X2 and the...
Term Answer Description Pooled This is a specific type of real estate investment trust that owns and А. diversification operates income-producing real estate. Net asset value This feature is mostly offered by mutual fund famillies making it easier В. and less costly for investors to shift their money among mutual funds in the family that meet their investment goals Tax exempt This term refers to the current market value of all the securities the C. fund owns, less any liabilities...
company y: first drop down options are- a. an income b. a large cap c. a bluechip d. a small cap second drop down options are a. high or b. low company x: a. a small cap b. a growth c. a speculative d. a large cap second drop down options: a. between 2-10 billion b. more than 15 billion c. more than 10 billion d. less than 2 billion the graph drop down for both parts is either company...
We were unable to transcribe this imageBledsoe Small-Cap Fund This fund primarily invests in small-capitalization stocks. As such, the returns of the fund are more volatile. The fund can also invest 10 percent of its assets in companies based outside the United States. This fund charges 1.70 percent in expenses. Bledsoe Large-Company Stock Fund This fund invests primarily in large- capitalization stocks of companies based in the United States. The fund is managed by Evan Bledsoe and has outperformed the...
Morningstar Analyst Rating NAV T. Rowe Price Blue Chip Growth Fund TRBCX NAV $ NAV Day Change % Yield TTM Total Assets $ Status 70.53 0.370.53 0.00 30.7 Open Growth of 10,000 06-06-2006 - 06-06-2016 -- - - Min. Inv. Load Expenses Morningstar Rating Category Investment Style $2.500 Nong 0.71% Large Growth Large Growth 3 Year Average Morningstar Risk Measures Row Price Blue Chio Category Growth Fund 240123 Avg (1467 - Large Growth $1952763 P 500 TRUSD 1206 Returns. Category...