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Term Answer Description Pooled This is a specific type of real estate investment trust that owns and . diversification operates income-producing real estate. Net asset

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Term Answer Description Pooled This is a specific type of real estate investment trust that owns and . diversification operates income-producing real estate. Net asset value This feature is mostly offered by mutual fund famillies making it easier . and less costly for investors to shift their money among mutual funds in the family that meet their investment goals Tax exempt This term refers to the current market value of all the securities the C. fund owns, less any liabilities on a per-share basis. money fund This plan allows investors to contribute a certain amount of money Automatic reinvestment periodically into a mutual fund. plan This term is used to describe the technique which allows investors to buy a diversified portfolio of securities for the collective benefit of Automatic . investment plan individual investors. This is an optional investment program that allows investors to Systematic F. withdrawal plan reinvest the capital gains and other income earned into additional shares of the mutual fund. Conversion This plan is created for investors looking for a steady stream of income by allowing shareholders to withdraw returns on a periodic basis. G. privilege Income property This term refers to real estate purchased for leasing or renting . purposes with the goal of generating ongoing income. Real estate This fund offers its investors income which is often free from federal income tax and is mostly attractive to investors in high tax brackets. I. investment trust Equity REITS This is a closed-end investment company that uses investors money into purchasing both real estate properties and mortgages that help investors earn income and gain from capital appreciation. J

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