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Test your investment knowledge!

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What is an investment company? What are loads? What are money market mutual funds? What are balanced mutual funds? What are management fees and 12b-1 fees? – PowerPoint PPT presentation

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Title: Test your investment knowledge!


1
Test your investment knowledge! Match the
questions with the answers.
Test your investment knowledge! Match the
questions with the answers.
2
The Investment Jeopardy! Game Responses
Terminology Concepts
Stocks
Bonds
Mutual Funds
Emergencies, Education Retirement
100
100
100
100
100
What is an investment company?
What is an emergency account?
What is rate of return?
What is loaning money?
What is ownership?
200
200
200
200
200
What is investment income?
What are capital gains and capital losses?
What is face value or par value?
What is a Roth IRA?
What are loads?
300
300
300
300
300
What are money market mutual funds?
What are municipal bonds?
What is diversifying?
What is a defined-contribution plan?
What are blue-chip stocks?
400
400
400
400
400
What are defensive stocks?
What are balanced mutual funds?
What is dollar-cost-averaging?
What is state income tax?
What is a defined-benefit plan?
500
500
500
500
500
What are Dividend Reinvestment Plans Direct
Stock Purchase Plans or Direct Investment Plans?
What are qualified tuition plans or 529 plans?
What are management fees and 12b-1 fees?
What is liquidity risk?
What is default risk?
3
The Investment Jeopardy! Game Responses
Terminology Concepts
Stocks
Bonds
Mutual Funds
Emergencies, Education Retirement
100
100
100
100
100
What is an investment company?
What is an emergency account?
What is rate of return?
What is loaning money?
What is ownership?
200
200
200
200
200
What is investment income?
What are capital gains and capital losses?
What is face value or par value?
What is a Roth IRA?
What are loads?
300
300
300
300
300
What are money market mutual funds?
What are municipal bonds?
What is diversifying?
What is a defined-contribution plan?
What are blue-chip stocks?
400
400
400
400
400
What are defensive stocks?
What are balanced mutual funds?
What is dollar-cost-averaging?
What is state income tax?
What is a defined-benefit plan?
500
500
500
500
500
What are Dividend Reinvestment Plans Direct
Stock Purchase Plans or Direct Investment Plans?
What are qualified tuition plans or 529 plans?
What are management fees and 12b-1 fees?
What is liquidity risk?
What is default risk?
4
What is rate of return? What is investment income?
What is diversifying? What is dollar-cost-averaging?
5
What is liquidity risk? What is ownership?
What are capital gains and capital losses? What are blue-chip stocks?
6
What are defensive stocks? What are Dividend Reinvestment Plans and Direct Stock Purchase Plans or Direct Investment Plans?
What is loaning money? What is face value or par value?
7
What are municipal bonds? What is state income tax?
What is default risk? What is an investment company?
8
What are loads? What are money market mutual funds?
What are balanced mutual funds? What are management fees and 12b-1 fees?
9
What is an emergency account? What is a Roth IRA?
What is a defined-contribution plan? What is a defined-benefit plan?
10
What are qualified tuition plans or 529 plans?
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