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by BlastRoom
Buying a basket instead of a stock, and what the management fee is actually paying for.
#us_hs_personal_finance
30 questions
One question set, multiple game modes. Tap any game to see it in action. Not sure which to pick?
Answer to place stones and capture territory.
Outrun the snow together.
Earn blasts, then hunt the other team.
Answer to earn energy, then climb.
The class blasts through walls together.
Bid on mystery lots. Most money wins.
Sell tours. Nice, standard, or a total scam.
Answer, restock, and serve the rush.
More correct answers pulls the rope your way.
Answer, then shoot down the alien wave.
Answer, then tap to leap the frozen ridge.
A fund is designed to hold the same companies as the S&P 500 rather than having a manager select stocks. What type of fund is it?
In an actively managed fund, who generally decides which investments to buy and sell?
Jordan buys shares of a fund at 11:30 a.m. and can sell them later that afternoon at a market price. What kind of fund is Jordan most likely trading?
A mutual fund owns shares in 250 companies. What investing benefit does this basket most directly provide compared with buying one company's stock?
What does an expense ratio describe?
Mia wants one purchase that gives her ownership in many companies. Which investment best matches that goal?
A fund follows a stated index using rules instead of having managers try to pick winning stocks. How is it managed?
Unlike an ETF, when are shares of a typical mutual fund generally priced for purchases and redemptions?
A fund manager researches companies and changes the portfolio in an effort to outperform an index. What type of management is this?
What is an ETF share best described as?
Use the fee table. What is Fund Cedar's estimated first-year expense on a $8,000 balance?
Fund Harbor charges 0.25% and Fund Ridge charges 0.75% on similar holdings. On $12,000, how much more does Ridge cost in one year?
Use the fee table. How much does Fund Elm charge in estimated annual expenses on the balance shown?
Two funds have similar holdings. Fund North charges 0.15%; Fund South charges 1.15%. On a $5,000 balance, what is the annual cost difference?
An investor has $20,000 in a fund with a 0.40% expense ratio. What is the estimated expense for one year?
Use the fee table. Compared with Fund Bay, how much more does Fund Mesa cost for one year on the shown balance?
A $4,000 investment is in a fund with a 1.25% expense ratio. What is the estimated annual fund expense?
Fund Arrow charges 0.05% and Fund Summit charges 0.65% on similar portfolios. On $15,000, what is Arrow's annual fee savings versus Summit?
A fund charges a 0.80% expense ratio. If Priya's balance is $2,500, about how much is paid in annual expenses?
Use the fee table. What is the combined estimated two-year expense for Fund Brook if the balance stays $10,000 and the expense ratio stays the same?
Use the fund table. Which fund is an ETF?
Use the table. Which fund is actively managed?
Use the fund table. Which fund has the lowest expense ratio?
Use the table. Which fund most clearly offers diversification across U.S. companies?
A table lists Fund Quartz as “exchange all day” and “tracks index.” What can an investor conclude?
Use the table. A student wants similar broad holdings with the lower listed annual fee. Which fund should the student choose?
Use the table. Which fund can be bought or sold at a market price while the exchange is open?
Use the table. Which fund is most likely an index mutual fund rather than an ETF?
Fund Orbit owns 150 stocks selected by managers and is priced once after the market closes. What type of fund is it most likely?
Use the table. Which fund has both the broadest stock holdings and the lowest listed expense ratio?
Crack the passcode before the zombies get in.
Answer, then swat bugs for bonus points.
Race through questions at your own speed.
Same question on every screen. Fastest wins.
Pick a tile, answer, hit bonuses and steals.
Retirement: 401(k), IRA and Roth
30 questions
