Money Quiz

Mutual Funds Quiz

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Question 1: A non-capped mutual fund is:
A mutual fund with no limit on the annual operating expenses charged to shareholders.
A fund that combines both equity and fixed-income products to provide investors both capital protection and capital appreciation.
A mutual fund that comes with a sales charge or commission.
A mutual fund targeting high value investors with low fees, but high minimum requirements.

Question 2: A fee or charge assessed to an investor for withdrawing money prior to a previously stipulated date is known as:
Exit fee
Redemption fee
Contingent deferred sales charge
All of the above

Question 3: B-Share Mutual Funds:
Are characterized by a front-end load structure.
Have a constant load structure throughout the life of the fund.
Are characterized by a back-end load structure that is paid only when the fund is sold.
Are also known as no-load funds.

Question 4: Each share of a Standard & Poor's depositary receipt trades at roughly:
One thousandth of the dollar-value level of the S&P 500.
One hundredth of the dollar-value level of the S&P 500.
One tenth of the dollar-value level of the S&P 500.
The dollar-value level of the S&P 500.

Question 5: Ultra ETFs aim is to achieve:
twice or three times the daily return
one and a half times the daily return
three or four times the daily return
ten times the daily return

Question 6: Y Share Mutual Funds:
can be owned by employees of the fund's management company
are made up of a mix of value and growth stocks
usually have a high minimum investment
none of the above

Question 7: A Crossover Fund is an investment fund:
That has investment holdings in multiple countries.
That has investment holdings in relatively large number and variety of common stocks.
That has investment holdings in both public and private equity.
All of the above.

Question 8: A beta of a mutual fund is 1.15 is theoretically:
1.15% less volatile than the market
15% less volatile than the market
1.15% more volatile than the market
15% more volatile than the market

Question 9: The Morningstar Risk Rating measures?
How often a fund loses money compared to the risk-free rate of return (T-bill return).
How often a fund makes money compared to the risk-free rate of return (T-bill return).
How often a fund makes money compared to the S&P 500 return.
None of the above

Question 10: Mutual funds are considered no- load if the 12-b fees don't exceed:
.15%
.2%
.25%
.5%

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<form ACTION="http://www.money-quiz.com/Mutual_Funds1.htm" METHOD="GET"> Question 1: A non-capped mutual fund is:<br/> <input TYPE="radio" NAME="A mutual fund with no limit on the annual operating expenses charged to shareholders." VALUE="A mutual fund with no limit on the annual operating expenses charged to shareholders.">A mutual fund with no limit on the annual operating expenses charged to shareholders.<br/> <input TYPE="radio" NAME="A mutual fund with no limit on the annual operating expenses charged to shareholders." VALUE="A fund that combines both equity and fixed-income products to provide investors both capital protection and capital appreciation.">A fund that combines both equity and fixed-income products to provide investors both capital protection and capital appreciation.<br/> <input TYPE="radio" NAME="A mutual fund with no limit on the annual operating expenses charged to shareholders." VALUE="A mutual fund that comes with a sales charge or commission.">A mutual fund that comes with a sales charge or commission.<br/> <input TYPE="radio" NAME="A mutual fund with no limit on the annual operating expenses charged to shareholders." VALUE="A mutual fund targeting high value investors with low fees, but high minimum requirements.">A mutual fund targeting high value investors with low fees, but high minimum requirements.<br/><br/> <input TYPE=hidden TYPE="radio" NAME="A mutual fund with no limit on the annual operating expenses charged to shareholders." VALUE="" checked> Question 2: A fee or charge assessed to an investor for withdrawing money prior to a previously stipulated date is known as:<br/> <input TYPE="radio" NAME="All of the above" VALUE="Exit fee">Exit fee<br/> <input TYPE="radio" NAME="All of the above" VALUE="Redemption fee">Redemption fee<br/> <input TYPE="radio" NAME="All of the above" VALUE="Contingent deferred sales charge">Contingent deferred sales charge<br/> <input TYPE="radio" NAME="All of the above" VALUE="All of the above">All of the above<br/><br/> <input TYPE=hidden TYPE="radio" NAME="All of the above" VALUE="" checked> Question 3: B-Share Mutual Funds:<br/> <input TYPE="radio" NAME="Are characterized by a back-end load structure that is paid only when the fund is sold." VALUE="Are characterized by a front-end load structure.">Are characterized by a front-end load structure.<br/> <input TYPE="radio" NAME="Are characterized by a back-end load structure that is paid only when the fund is sold." VALUE="Have a constant load structure throughout the life of the fund.">Have a constant load structure throughout the life of the fund.<br/> <input TYPE="radio" NAME="Are characterized by a back-end load structure that is paid only when the fund is sold." VALUE="Are characterized by a back-end load structure that is paid only when the fund is sold.">Are characterized by a back-end load structure that is paid only when the fund is sold.<br/> <input TYPE="radio" NAME="Are characterized by a back-end load structure that is paid only when the fund is sold." VALUE="Are also known as no-load funds.">Are also known as no-load funds.<br/><br/> <input TYPE=hidden TYPE="radio" NAME="Are characterized by a back-end load structure that is paid only when the fund is sold." VALUE="" checked> Question 4: Each share of a Standard & Poor's depositary receipt trades at roughly:<br/> <input TYPE="radio" NAME="One tenth of the dollar-value level of the S&P 500." VALUE="One thousandth of the dollar-value level of the S&P 500.">One thousandth of the dollar-value level of the S&P 500.<br/> <input TYPE="radio" NAME="One tenth of the dollar-value level of the S&P 500." VALUE="One hundredth of the dollar-value level of the S&P 500.">One hundredth of the dollar-value level of the S&P 500.<br/> <input TYPE="radio" NAME="One tenth of the dollar-value level of the S&P 500." VALUE="One tenth of the dollar-value level of the S&P 500.">One tenth of the dollar-value level of the S&P 500.<br/> <input TYPE="radio" NAME="One tenth of the dollar-value level of the S&P 500." VALUE="The dollar-value level of the S&P 500.">The dollar-value level of the S&P 500.<br/><br/> <input TYPE=hidden TYPE="radio" NAME="One tenth of the dollar-value level of the S&P 500." VALUE="" checked> Question 5: Ultra ETFs aim is to achieve:<br/> <input TYPE="radio" NAME="twice or three times the daily return" VALUE="twice or three times the daily return">twice or three times the daily return<br/> <input TYPE="radio" NAME="twice or three times the daily return" VALUE="one and a half times the daily return ">one and a half times the daily return <br/> <input TYPE="radio" NAME="twice or three times the daily return" VALUE="three or four times the daily return">three or four times the daily return<br/> <input TYPE="radio" NAME="twice or three times the daily return" VALUE="ten times the daily return">ten times the daily return<br/><br/> <input TYPE=hidden TYPE="radio" NAME="twice or three times the daily return" VALUE="" checked> Question 6: Y Share Mutual Funds:<br/> <input TYPE="radio" NAME="usually have a high minimum investment" VALUE="can be owned by employees of the fund's management company">can be owned by employees of the fund's management company <br/> <input TYPE="radio" NAME="usually have a high minimum investment" VALUE="are made up of a mix of value and growth stocks">are made up of a mix of value and growth stocks<br/> <input TYPE="radio" NAME="usually have a high minimum investment" VALUE="usually have a high minimum investment">usually have a high minimum investment<br/> <input TYPE="radio" NAME="usually have a high minimum investment" VALUE="none of the above">none of the above<br/><br/> <input TYPE=hidden TYPE="radio" NAME="usually have a high minimum investment" VALUE="" checked> Question 7: A Crossover Fund is an investment fund:<br/> <input TYPE="radio" NAME="That has investment holdings in both public and private equity." VALUE="That has investment holdings in multiple countries.">That has investment holdings in multiple countries.<br/> <input TYPE="radio" NAME="That has investment holdings in both public and private equity." VALUE="That has investment holdings in relatively large number and variety of common stocks.">That has investment holdings in relatively large number and variety of common stocks.<br/> <input TYPE="radio" NAME="That has investment holdings in both public and private equity." VALUE="That has investment holdings in both public and private equity.">That has investment holdings in both public and private equity.<br/> <input TYPE="radio" NAME="That has investment holdings in both public and private equity." VALUE="All of the above.">All of the above.<br/><br/> <input TYPE=hidden TYPE="radio" NAME="That has investment holdings in both public and private equity." VALUE="" checked> Question 8: A beta of a mutual fund is 1.15 is theoretically:<br/> <input TYPE="radio" NAME="15% more volatile than the market" VALUE="1.15% less volatile than the market">1.15% less volatile than the market<br/> <input TYPE="radio" NAME="15% more volatile than the market" VALUE="15% less volatile than the market">15% less volatile than the market<br/> <input TYPE="radio" NAME="15% more volatile than the market" VALUE="1.15% more volatile than the market">1.15% more volatile than the market<br/> <input TYPE="radio" NAME="15% more volatile than the market" VALUE="15% more volatile than the market">15% more volatile than the market<br/><br/> <input TYPE=hidden TYPE="radio" NAME="15% more volatile than the market" VALUE="" checked> Question 9: The Morningstar Risk Rating measures?<br/> <input TYPE="radio" NAME="How often a fund loses money compared to the risk-free rate of return (T-bill return)." VALUE="How often a fund loses money compared to the risk-free rate of return (T-bill return).">How often a fund loses money compared to the risk-free rate of return (T-bill return).<br/> <input TYPE="radio" NAME="How often a fund loses money compared to the risk-free rate of return (T-bill return)." VALUE="How often a fund makes money compared to the risk-free rate of return (T-bill return).">How often a fund makes money compared to the risk-free rate of return (T-bill return).<br/> <input TYPE="radio" NAME="How often a fund loses money compared to the risk-free rate of return (T-bill return)." VALUE="How often a fund makes money compared to the S&P 500 return.">How often a fund makes money compared to the S&P 500 return.<br/> <input TYPE="radio" NAME="How often a fund loses money compared to the risk-free rate of return (T-bill return)." VALUE="None of the above">None of the above<br/><br/> <input TYPE=hidden TYPE="radio" NAME="How often a fund loses money compared to the risk-free rate of return (T-bill return)." VALUE="" checked> Question 10: Mutual funds are considered no- load if the 12-b fees don't exceed:<br/> <input TYPE="radio" NAME=".25%" VALUE=".15%">.15%<br/> <input TYPE="radio" NAME=".25%" VALUE=".2%">.2%<br/> <input TYPE="radio" NAME=".25%" VALUE=".25%">.25%<br/> <input TYPE="radio" NAME=".25%" VALUE=".5%">.5%<br/><br/> <input TYPE=hidden TYPE="radio" NAME=".25%" VALUE="" checked> <b><i>Press the Submit button to see the results.</i></b><br/> <input TYPE="submit" NAME="Submit" VALUE="Submit" submit><input TYPE="reset" VALUE="Reset"> </form> <p ALIGN="center"><font face="arial" size="-2">Free </font> <font face="arial, helvetica" size="-2"><a href="http://www.money-quiz.com"> personal finance</a> quizzes provided by Money Quiz.</font></p>

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Mutual Funds Education Resources

Mutual Funds Information from Mutual Funds Education Alliance
Mutual Funds Education from Yahoo Finance