Questions from Personal Finance


Q: What’s an asset allocation fund? How do these funds differ from

What’s an asset allocation fund? How do these funds differ from other types of mutual funds?

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Q: What are fund families? What advantages do these families offer investors

What are fund families? What advantages do these families offer investors?

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Q: What are automatic reinvestment plans, and how do they differ from

What are automatic reinvestment plans, and how do they differ from automatic investment plans?

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Q: What are the most common reasons for buying mutual funds?

What are the most common reasons for buying mutual funds?

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Q: Like many married couples, Damian and Brandi Woodson are trying their

Like many married couples, Damian and Brandi Woodson are trying their best to save for two important investment objectives: (1) an education fund to put their two children through college; and (2) a r...

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Q: Briefly describe the steps in the mutual fund selection process.

Briefly describe the steps in the mutual fund selection process.

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Q: Identify three potential sources of return to mutual fund investors, and

Identify three potential sources of return to mutual fund investors, and briefly discuss how each could affect total return to shareholders.

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Q: Which would you rather have: $100 in dividend income or

Which would you rather have: $100 in dividend income or $100 in capital gains distribution? $100 in realized capital gains or $100 in unrealized capital gains?

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Q: Describe how to evaluate the attractiveness of investing in an index-

Describe how to evaluate the attractiveness of investing in an index-based ETF.

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Q: Who are the key players in a typical mutual fund organization?

Who are the key players in a typical mutual fund organization?

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