Questions from Personal Finance


Q: Explain the separate characteristics of three prominent types of load funds.

Explain the separate characteristics of three prominent types of load funds.

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Q: What is an exchange-traded fund?

What is an exchange-traded fund?

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Q: What are the Sharpe ratio and the alpha coefficient used for?

What are the Sharpe ratio and the alpha coefficient used for? Contrast them.

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Q: At the retirement planning meeting held recently, Richard and Monica were

At the retirement planning meeting held recently, Richard and Monica were in agreement that they were well short of the money they needed for retirement at Richard’s age 65. Monica said she was thinki...

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Q: List and explain four key steps in selecting a mutual fund.

List and explain four key steps in selecting a mutual fund.

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Q: List and give examples of the three types of bond risks.

List and give examples of the three types of bond risks.

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Q: Distinguish between a bond’s coupon yield and a current yield.

Distinguish between a bond’s coupon yield and a current yield.

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Q: Compare preferred shares with common shares and with debt.

Compare preferred shares with common shares and with debt.

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Q: Distinguish between a dividend discount model and a price-earnings model

Distinguish between a dividend discount model and a price-earnings model.

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Q: How do an open-end and a closed-end mutual

How do an open-end and a closed-end mutual fund differ?

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