The pattern of investment of a mutual fund is oriented to fixed-income yielding securities under
(a) Growth fund scheme
(b) income fund scheme
(c) balanced fund scheme
(d) money market scheme
What is NAV?
(a) Net Available Volume
(b) Next Asset Valuation
(c) Net Asset Value
(d) Neutral Asset Volume
This fund is available for subscription all through the year:
(a) Open-end fund
(b) Closed-end fund
(c) Growth fund
(d) Income fund
Which is not a type of mutual fund?
(a) money market funds
(b) bond funds
(c) balanced funds
(d) direct fund
What is ‘Mis-selling’ of Mutual Funds?
1. Mis-selling occurs when MFs are sold without telling them the likely returns.
2. When agents sell the products without telling investors the risks involved in investing in MFs.
3. When agents invest somebody’s money in MFs without their knowledge, it is called mis-selling.
(a) Only 1
(b) Only 2
(c) Only 3
(d) All 1, 2 and 3
Expand the ETF?
(a) Equity-Traded Funds
(b) Exchange-Traded Funds
(c) Europe-Traded Funds
(d) Exchange-Tracked Funds
Related: marketing research questions
This fund is open for subscription only during a specified period.
(a) Open-end fund
(b) Closed-end fund
(c) Growth fund
(d) Income fund
What is “ESG” in ESG Investing?
(a) Environmental, Social, and Global
(b) Europe, South Asia, and Global
(c) Economic, Security, and Governance
(d) Environmental, Social, and Governance
The company which deals with the corpus of the mutual fund is called:
(a) sponsor company
(b) trustee company
(c) asset/wealth management company
What is the difference between Automatic Investment Plans and Systematic Investment Plans?
(a) Both AIP and SIP are interchangeable terms
(b) AIP is for significant Institutional Investors, and Systematic Investment Plan is for individual investors
(c) AIP is applicable for stocks, while SIP is applicable for MFs
(d) There is no such term as Automatic Investment Plans
What is a mutual fund?
(A) A collective investment scheme pools money from many investors and invests it in stocks, bonds, or other money market instruments.
(B) It is a subsidiary of a bank or financial company created primarily to raise money to be invested in a particular industry, i.e., housing or insurance. The money raised thus cannot be invested anywhere else.
(C) When several banks and financial companies come together and create a shared pool of money to fund mega-infrastructural projects like bridges, roads, power plants, etc, the shared pool is known as the Mutual Fund.
(a) Only A
(b) Only B
(c) Only C
(d) All A, B & C
Who regulates mutual funds in the USA?
(a) Federal Trade Commission
(b) U.S. Securities and Exchange Commission
(c) Financial Industry Regulatory Authority
(d) Commodity Futures Trading Commission
This fund aims to provide regular and steady income for investors.
(a) Open-end fund
(b) Closed-end fund
(c) Growth fund
(d) Income fund
Fees that mutual funds charge to manage the funds and for regular operations are known as?
(a) Exit Load
(b) STCG
(c) Expense Ratio
(d) management fees
Related: quiz on macroeconomics
The first mutual fund was established in the:
(a) 1890s
(b) 1920s
(c) 1940s
(d) 1960s
529A plans are also known as?
(a) HSAs accounts
(b) ABLE accounts
(c) Fluid funds
(d) Stable Value Funds
__ invest in stocks with the potential for long-term capital appreciation.
(a) Open-end fund
(b) Closed-end fund
(c) Growth fund
(d) Income fund
Stock mutual funds are also sometimes called
(a) Open-end fund
(b) Closed-end fund
(c) Growth fund
(d) Equity fund
This pools money from investors and invests in different securities.
(a) debts
(b) equities
(c) mutual funds
(d) virtual office
Mutual fund schemes can be operated by
(a) asset management company
(b) public sector banks
(c) financial institutions
(d) any of these
