monein funds for retirement This date and was to put forwotom US stocks will come the forth de of which istintas con US stocks The first fond radiactively managed mutual fund. The second chows an index fund The Spis an exchange Traded fund Asted all three company stock Answers of the uning the common below Duhet them www.Pertand Ft 2000 Vid SPA SGP SET NAV ON No de WA HOUS WEUS W US stock 12.7 3 12. 5 year 115 3.2 13 30 m 17 12 med GON Question 1 Review the investment minimum for each fund. If this westor has 35.000 to invest in a stock fund, and they limited by the minimum investment of these funds YEOPX Yes, VIX Y SPY None of the minimum exceed $5.000 Its Question 2 Which und has the most expensive minimum investment? EOPX VFINX GSPY 10109 PM Sun 15 Take Quiz Data for the three funds was researched on the Morningstar.com website using the Quote, Performance, Fees & Expenses tabs in Nov., 2020. Voya Large Cap Growth Vanguard 500 Index SPDR S&P 500 ETF VFINX SPY IEOPX NAV $19,19 $324 32 $349.98 Minimum Investment None $3,000 Purchase of one share, so $349.98 Expenses (Mgmt + 12b1) 0.095% 1.2796 0.14% Load None Possible Broker's fee because ETFs trade like stocks None None N/A None Deferred Load 99.05% US Stock 98.99% US Stock Portfolio 96.53% US stock 12.73% 12.8% 17.88% 3 year return 12.93% 12.97% 15.539 5 year return 14.82% 13.25% 13.31% 10 year return 1.68% 1.74% 0.0% 12 mo. Yield Question 1 Question 1 1 pts Review the investment minimums for each fund. If this investor has $5,000 to invest in a stock fund, are they limited by the minimum investment of any of these funds? Yes, IEOPX Yes, VFINX Yes, SPY None of the minimums exceed $5,000. Question 2 1 pts Which fund has the most expensive minimum investment? IEOPX O VFINX SPY Question 3 2 pts Which fund is the least desirable with regard to sales charges? O IEOPX VFINX SPY monein funds for retirement This date and was to put forwotom US stocks will come the forth de of which istintas con US stocks The first fond radiactively managed mutual fund. The second chows an index fund The Spis an exchange Traded fund Asted all three company stock Answers of the uning the common below Duhet them www.Pertand Ft 2000 Vid SPA SGP SET NAV ON No de WA HOUS WEUS W US stock 12.7 3 12. 5 year 115 3.2 13 30 m 17 12 med GON Question 1 Review the investment minimum for each fund. If this westor has 35.000 to invest in a stock fund, and they limited by the minimum investment of these funds YEOPX Yes, VIX Y SPY None of the minimum exceed $5.000 Its Question 2 Which und has the most expensive minimum investment? EOPX VFINX GSPY 10109 PM Sun 15 Take Quiz Data for the three funds was researched on the Morningstar.com website using the Quote, Performance, Fees & Expenses tabs in Nov., 2020. Voya Large Cap Growth Vanguard 500 Index SPDR S&P 500 ETF VFINX SPY IEOPX NAV $19,19 $324 32 $349.98 Minimum Investment None $3,000 Purchase of one share, so $349.98 Expenses (Mgmt + 12b1) 0.095% 1.2796 0.14% Load None Possible Broker's fee because ETFs trade like stocks None None N/A None Deferred Load 99.05% US Stock 98.99% US Stock Portfolio 96.53% US stock 12.73% 12.8% 17.88% 3 year return 12.93% 12.97% 15.539 5 year return 14.82% 13.25% 13.31% 10 year return 1.68% 1.74% 0.0% 12 mo. Yield Question 1 Question 1 1 pts Review the investment minimums for each fund. If this investor has $5,000 to invest in a stock fund, are they limited by the minimum investment of any of these funds? Yes, IEOPX Yes, VFINX Yes, SPY None of the minimums exceed $5,000. Question 2 1 pts Which fund has the most expensive minimum investment? IEOPX O VFINX SPY Question 3 2 pts Which fund is the least desirable with regard to sales charges? O IEOPX VFINX SPY
