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Portfolio Management
Portfolio Management
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Questions
38
Answers
1
A type of fund that invests in real estate and/or mortgages is known as a
Sector fund
REIT
ETF
Hedge fund
2
One drawback of investing in mutual funds is the
Annual management fee
lack of liquidity of fund shares
lack of information on the performance of the fund
Amount required for the initial investment
3
3 economic variables that the affect the stock
Inflation, money supply, and Exchanged rate
Retailing,exports and imports
Industrial index, money supply, and gross domestic product
4
Mutual funds that match their personal investment goals and provide the services they desire
False
True
5
The normal sequence in performing top down analysis is
Economy, industry, company
Market condition, risk, company fundamentals
Profitability, efficiency, liquidity
Competition, Consumer demand, threat of substitute products
6
Mutual funds provide an affordable way to diversify a portfolio.
True
False
7
Index funds merely attempt to match the performance of some benchmark, not to outperform it
False
True
8
Automatic reinvestment of dividends and interest income
Is a default option from most mutual funds
Must be reauthorized by the investor each year
Will allow investors to defer taxes on the amount earned
9
One characteristic of most index funds is that such funds typically
Low-cost structure with respect to management fee
Charge high front-end loads
are designed to "beat the market"
10
Most exchanged-traded funds are index funds.
True
False
11
Whats your favorite color?
Red
Blue
Black
Other
12
One advantage gained by investing in a bond fund rather than in individual bonds is the
Diversification among issues
Most bond funds outperform their benchmarks
Immunity from interest rate changes
IDK
13
The basic motivation of security analysis is to help investors
Identify mispriced stocks
Identify the best time to buy and sell securities
Contribute to the efficiency of securities markets
14
Which represents the market value of all goods produced in a country over a 12 month period?
Industrial production index
Gross domestic product
Money supply
Productivity average
15
what quote inspires you the most?
Fall In Love With Taking Care Of Yourself
Go Hard or Go Home
River Cuts Through Rock Not With Power But With Persistence
Life Begins at The End Of Your Comfort Zone
16
Like ordinary stocks, exchange-traded funds (ETFs) can be sold short
True
False
17
The government has an expansionary economic policy when it
Limits exports of good and services
Promotes rising interest rates
Increases government spending
Increases taxes
18
Investors are most interested in which one of the following ratios?
Return on assets
Current ratio
Return on equity
Net profit margin
19
The PEG ratio
measures the ability of a firm's liquidity
Is a measure of a firm's liquidity
Compares price/earnings ratio to the rate of growth
20
Analysis can only be profitable if some securities are at least temporarily mispriced
True
False
21
The Federal Reserved through monetary policy can help expand economy by
Lowering income taxes on individuals
Supporting a moderate growth of the money supply
Reducing tariffs such that foreign exports can increase
Increasing government spending on national infrastructure
22
Invest in a portfolio of companies from the same or closely related industries are known as
Sector funds
Aggressive growth funds
Emerging market funds
Merging market funds
23
Rising interest rate tend to
Indicate government expansion of the economy
Contract the level of economic activity
Increase the level of business investment
Signal the tough of a recessionary market
24
Which of the following businesses will be positively impacted by a weak dollar
Imports
Retailing
Exports
Personal services
25
A high P/E ratio may be an indication that a stock is overpriced
False
Ture
26
Analysis are concern, how general state of the economy will impact the performance of company
False
True
27
Risk-seeking investors seeking maximum capital appreciation with little income should invest in
Aggressive growth funds
Growth Funds
Equity-income funds
Value funds
28
Investors seeking tax-exempt income should invest in
Government bond funds
Index funds
Money market funds
Municipal bond funds
29
Mental break time. Its the end of the year enjoy. What is 1 + 1 ?
2
You have gone to far, the answer is 2!!
Still not this one
Not this one
30
Which type of fund is always passively managed?
An index fund
A growth fund
A closed-end fund
31
What professors Baehler first name?
Chole
Karen
Carmen
Kaley
32
Back-end loads
To help no-load funds cover their marketing expenses
encourage short-term trading
Charged if investor sells their shares within the first year
33
The mutual fund market is dominated by funds that invest in diversified bond portfolios
True
False
34
Investor buys shares in a mutual fund, they become a part owner of a portfolio of securities
False
True
35
Well managed companies rarely reach the decline stage because
all of the above
The world's population is growing
Develop new products to meet the need of changing markets
Consumer remain loyal to established brands
36
Top-down security analysis
Start with the fundamental analysis of a firm
Includes economic, industry, and fundamental analysis
Center on the past performance of firm
37
One characteristic of 12(b)-1 charges is that they are payable
only during the first year the fund is owned
only when shares in the fund are sold
Each year regardless of the performance of the mutual fund
38
Mental Break..
This is the answer
Not this one either
mmmhm i gave you the answer press on it !!
Not this one
