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Stinker

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Submitted By nuber14
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1. Who manages a fund? The professional investment manager 2. As a mutual fund investor you are a “shareholder” 3. Mutual funds are made up of equity funds, fixed- income funds, balanced funds__. 4. Mutual funds are easy to just buy them and _forget_ about them. 5. How is the fund manager compensated? By how well the fund does 6. Open-Ended funds can be ___issued__________ and ___sold__________ at any time. 7. __Load____________ is a synonym for sales charge. 8. With ____closed ended funds________________ you pay when you purchase the fund. With ___open ended_____________ you pay when you sell the fund. 9. List the three categories of funds from riskiest to most conservative. Equity Funds, Fixed Income Funds, Balanced Funds 10. What types of plans typically have mutual funds as their form of investment? College saving 401K 11. What do you think a no-load fund is? A fund that has no sales fee 12. Once you are a shareholder what will you receive? Statements on how the share is doing and how the investment was 13. How hard / easy is it to purchase more shares? Easy: set up back account to automatically buy more bank shares. 14. What are some of the advantages to mutual funds do you think?
A mutual fund has many advantages. They are easy to maintain, and you do not have to do regulate. Also you can pick between three funds you would like to choose from and how risy you would like to go. Even better you can narrow it down even more and make it open- ended or closed-ended. Build a diagram explaining how a mutual fund works. Be sure your diagram shows: 1. Who is investing? 2. Where does the money go? 3. Who is doing the decision making? 4. The name of a/some mutual fund company? 5. How does the company make money? 6. Who decides how the money is

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