Series 6 Word Scramble
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Question | Answer |
Diversified Management Company | As defined by the Investment Company Act of 1940, a management company that meets certain standards fro the percentage of assets invested. |
Nondiversified Management Company | A management company that does not meet the diversification requirements of the Investment Company Act of 1940. Such a company is not restricted in the choice of securities or by the concentraton of interest it has in those securities. |
Sector/ Specialized/ Industry Fund | A mutual fund whose investment objective is to capitalize on the return potential provided by investing primarily in a particular industry or sector of the economy. |
Hedge Fund | A form of invt. co. which, as a regular policy, hedges its market commitments. It does this by holding securities that are likely to increase in value and shorts those likely to decrease. Sole objective: Capital Appreciation and very agressive. |
Real Estate Investment Trust (REIT) | A corporation or trust that uses the pooled capital of many investors to invest in direct ownership of either income property or mortgage loans. These investments offer tax benefits in addittion to interest and capital gains distributions. |
Exchange-Traded Funds (ETFs) | An equity security that invests in a specific group of stocks in deliberate mimicry of a particular index. Low fees except for commission. |
Created by:
ericjrolon
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