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1. What are money market funds? 2. What types of instruments comprise a money market portfolio? 3. What unique pricing feature do money market funds
1. What are money market funds? 2. What types of instruments comprise a money market portfolio? 3. What unique pricing feature do money market funds have? 4. What are fixed-income funds? 5. Can you identify the main investment objectives of fixed-income funds? 6. What are the main risks associated with fixed-income funds? 7. What type of instruments would a high-yield fixed-income fund invest in? 8. What are balanced funds? 9. What are the main investment objectives of balanced funds? 10. What are the main risks associated with balanced funds? 11. What are equity funds? 12. Can you identify the main investment objective of an equity fund? 13. What are the main risks associated with equity funds? 14. What are commodity funds? 15. What is the purpose of purchasing a commodity fund? 16. What are specialty funds? 17. Can you provide some examples of specialty funds? 18. What are the main risks associated with specialty funds? 19. What are target-date funds? 20. Can you describe what a glide path is? 21. What is an index fund? 22. What is indexing and closet indexing? 23. Can you describe the two ways that a mutual fund could lead to capital gains for an investor? 24. Can you explain how a distribution can trigger unexpected taxes for an investor? 25. What is the definition of adjusted cost base? 26. Can you name and describe four withdrawal plans
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