Exam 13: Investing in Mutual Funds, ETFS and Real Estate

Mike has decided to purchase a real estate property that is expected to generate a net operating income (NOI)of $63,000 per year.With a 9 percent cap rate,the property would have an estimated value of _____.

(Multiple Choice)

4.9/5

(34)

Question 21

General-purpose money fund is:

(Multiple Choice)

4.9/5

(35)

Question 22

A group of funds managed by a single company which offers conversion privileges is called a:

(Multiple Choice)

4.9/5

(32)

Question 23

Which of the following combines some of the operating characteristics of an open-end fund with some of the trading characteristics of a closed-end fund?

(Multiple Choice)

4.8/5

(25)

Question 24

Tom takes a loan of $60,000 at 4 percent annual interest to purchase a property worth $100,000.He earns an annual income of $10,000 after expenses but before interest and income taxes are deducted.If the income tax rate is 30 percent,then the leveraged return on the real estate investment is _____.

(Multiple Choice)

4.9/5

(36)

Question 25

The individual manager of a mutual fund has little to do with the fund's success.

(True/False)

4.8/5

(41)

Question 26

Which of the following bond mutual funds invest in tax-exempt securities?

(Multiple Choice)

4.9/5

(39)

Question 27

Open-ended mutual funds typically offer more diversification than an individual security.

(True/False)

4.9/5

(41)

Question 28

_____ funds are highly speculative and seek large profits from capital gains.

(Multiple Choice)

4.8/5

(42)

Question 29

Which of the following is true of real estate investments?

(Multiple Choice)

4.7/5

(32)

Question 30

Exchange traded mutual funds (ETFs):

(Multiple Choice)

4.8/5

(45)

Question 31

Mutual funds and exchange traded funds (ETFs)earnings result solely from dividends.

(True/False)

4.9/5

(33)

Question 32

If you are a mutual fund investor who needs a steady income,you might take advantage of a fund's:

(Multiple Choice)

4.7/5

(37)

Question 33

For tax purposes,real estate is considered an active investment.

(True/False)

4.7/5

(36)

Question 34

Which of the following real estate investment trusts (REITs)is the most attractive to income-oriented investors?

(Multiple Choice)

4.7/5

(41)

Question 35

Exchange traded funds are investment company shares that trade __________ on stock exchanges.

(Multiple Choice)

4.7/5

(31)

Question 36

__________ gives the property owner an allowance for the decline in the physical condition of real estate over time.

(Multiple Choice)

4.7/5

(28)

Question 37

Mutual funds and exchange traded funds (ETFs)always provide professional investment management.

(True/False)

4.8/5

(31)

Question 38

Redeeming your mutual fund shares might result in a charge called the:

(Multiple Choice)

5.0/5

(30)

Question 39

Exchange traded funds (ETFs)invest __________.

(Multiple Choice)

4.9/5

(36)

Question 40

Showing 21 - 40 of 48

Mike has decided to purchase a real estate property that is expected to generate a net operating income (NOI)of $63,000 per year.With a 9 percent cap rate,the property would have an estimated value of _____.

General-purpose money fund is:

A group of funds managed by a single company which offers conversion privileges is called a:

Which of the following combines some of the operating characteristics of an open-end fund with some of the trading characteristics of a closed-end fund?

Tom takes a loan of $60,000 at 4 percent annual interest to purchase a property worth $100,000.He earns an annual income of $10,000 after expenses but before interest and income taxes are deducted.If the income tax rate is 30 percent,then the leveraged return on the real estate investment is _____.

The individual manager of a mutual fund has little to do with the fund's success.

Which of the following bond mutual funds invest in tax-exempt securities?

Open-ended mutual funds typically offer more diversification than an individual security.

_____ funds are highly speculative and seek large profits from capital gains.

Which of the following is true of real estate investments?

Exchange traded mutual funds (ETFs):

Mutual funds and exchange traded funds (ETFs)earnings result solely from dividends.

If you are a mutual fund investor who needs a steady income,you might take advantage of a fund's:

For tax purposes,real estate is considered an active investment.

Which of the following real estate investment trusts (REITs)is the most attractive to income-oriented investors?

Exchange traded funds are investment company shares that trade __________ on stock exchanges.

__________ gives the property owner an allowance for the decline in the physical condition of real estate over time.

Mutual funds and exchange traded funds (ETFs)always provide professional investment management.

Redeeming your mutual fund shares might result in a charge called the:

Exchange traded funds (ETFs)invest __________.

Understanding the Financial Planning Process

Using Financial Statements and Budgets

Preparing Your Taxes

Managing Your Cash and Savings

Making Automobile and Housing Decisions

Using Credit

Using Consumer Loans

Insuring Your Life

Insuring Your Health

Protecting Your Property

Investment Planning

Investing in Stocks and Bonds

Planning for Retirement

Preserving Your Estate

Filters

Exam 13: Investing in Mutual Funds, ETFS and Real Estate

Mike has decided to purchase a real estate property that is expected to generate a net operating income (NOI)of $63,000 per year.With a 9 percent cap rate,the property would have an estimated value of _____.

General-purpose money fund is:

A group of funds managed by a single company which offers conversion privileges is called a:

Which of the following combines some of the operating characteristics of an open-end fund with some of the trading characteristics of a closed-end fund?

Tom takes a loan of $60,000 at 4 percent annual interest to purchase a property worth $100,000.He earns an annual income of $10,000 after expenses but before interest and income taxes are deducted.If the income tax rate is 30 percent,then the leveraged return on the real estate investment is _____.

The individual manager of a mutual fund has little to do with the fund's success.

Which of the following bond mutual funds invest in tax-exempt securities?

Open-ended mutual funds typically offer more diversification than an individual security.

_____ funds are highly speculative and seek large profits from capital gains.

Which of the following is true of real estate investments?

Exchange traded mutual funds (ETFs):

Mutual funds and exchange traded funds (ETFs)earnings result solely from dividends.

If you are a mutual fund investor who needs a steady income,you might take advantage of a fund's:

For tax purposes,real estate is considered an active investment.

Which of the following real estate investment trusts (REITs)is the most attractive to income-oriented investors?

Exchange traded funds are investment company shares that trade __________ on stock exchanges. ​

__________ gives the property owner an allowance for the decline in the physical condition of real estate over time. ​

Mutual funds and exchange traded funds (ETFs)always provide professional investment management.

Redeeming your mutual fund shares might result in a charge called the:

Exchange traded funds (ETFs)invest __________. ​

Understanding the Financial Planning Process

Using Financial Statements and Budgets

Preparing Your Taxes

Managing Your Cash and Savings

Making Automobile and Housing Decisions

Using Credit

Using Consumer Loans

Insuring Your Life

Insuring Your Health

Protecting Your Property

Investment Planning

Investing in Stocks and Bonds

Planning for Retirement

Preserving Your Estate

Filters

Exchange traded funds are investment company shares that trade __________ on stock exchanges.

__________ gives the property owner an allowance for the decline in the physical condition of real estate over time.

Exchange traded funds (ETFs)invest __________.