暗記メーカー

week3finals

week3finals

16問 • 1年前

Julliana Carandang

問題一覧

1

A common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective.

Mutual Funds

2

How Mutual Funds earn:

Capital Gain, Dividends, Interest

3

- unlimited no. of shares - purchase price at NAVPS - not listed in the stock exchange

Open End Company

4

- limited number no. of shares - purchase price at IPO - listed in stock exchange

Closed End Company

5

A document filed with SEC. It helps investors make informed decisions by providing comprehensive information about the fund before investing.

Fund Prospectus

6

3 TYPES OF INVESTOR PROFILE

Aggressive, Moderate, Conservative

7

They charge fees to investors upon sale and redemption of shares.

Load Funds

8

Directly charges

No Load Funds

9

Majority of investor’s money is invested in Common Stocks.

Equity or Stock Funds

10

The majority of investors’ money is invested in fixed income securities.

Bond Funds

11

Invested in a mix of stocks and fixed-income securities.

Balanced Funds

12

this is a charge made based on NAVPS of shares issued to investors. At the beginning.

Sales Load Fee

13

is charged to the investor upon redemption or claiming.

Redemption Fee

14

is charged to the investor upon reinvestments of his earnings.

Reinvestment Fee

15

is computed at 10% of fees charged.

Value Added Tax

16

refers to the excess of assets at current value over liabilities.

Net Asset Value Per Share

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Julliana Carandang · 13問 · 1年前

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Julliana Carandang

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25問 • 2年前

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Julliana Carandang

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20問 • 1年前

Julliana Carandang

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5問 • 1年前

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Terminologies

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32問 • 1年前

Julliana Carandang

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Julliana Carandang · 24問 · 1年前

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24問 • 1年前

Julliana Carandang

2

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19問 • 1年前

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38問 • 1年前

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Julliana Carandang · 7問 · 1年前

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7問 • 1年前

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Julliana Carandang · 12問 · 1年前

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Julliana Carandang · 22問 · 1年前

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Julliana Carandang

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Julliana Carandang · 21問 · 1年前

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Julliana Carandang

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Julliana Carandang

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Julliana Carandang

week4

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Julliana Carandang · 19問 · 1年前

week4

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19問 • 1年前

Julliana Carandang

問題一覧

1

A common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective.

Mutual Funds

2

How Mutual Funds earn:

Capital Gain, Dividends, Interest

3

- unlimited no. of shares - purchase price at NAVPS - not listed in the stock exchange

Open End Company

4

- limited number no. of shares - purchase price at IPO - listed in stock exchange

Closed End Company

5

A document filed with SEC. It helps investors make informed decisions by providing comprehensive information about the fund before investing.

Fund Prospectus

6

3 TYPES OF INVESTOR PROFILE

Aggressive, Moderate, Conservative

7

They charge fees to investors upon sale and redemption of shares.

Load Funds

8

Directly charges

No Load Funds

9

Majority of investor’s money is invested in Common Stocks.

Equity or Stock Funds

10

The majority of investors’ money is invested in fixed income securities.

Bond Funds

11

Invested in a mix of stocks and fixed-income securities.

Balanced Funds

12

this is a charge made based on NAVPS of shares issued to investors. At the beginning.

Sales Load Fee

13

is charged to the investor upon redemption or claiming.

Redemption Fee

14

is charged to the investor upon reinvestments of his earnings.

Reinvestment Fee

15

is computed at 10% of fees charged.

Value Added Tax

16

refers to the excess of assets at current value over liabilities.

Net Asset Value Per Share