unit 3 participation questions
A and B class shares don't have any loads associated with their purchase.
False
ETFs have minimum trading amounts.
False
I and R shares have loads associated with their purchase
False
Index funds utilize active investing and often include very high fees.
False
Most Alternative investments are closely correlated with stock and bond returns.
False
No load mutual funds often have higher expense ratios than loaded funds.
False
One of the least important criteria when selecting ETFs should be the expense ratio.
False
Real estate has not experienced bubbles and downturns, because it doesn't fluctuate like the stock market.
False
Real estate investments typically have no tax benefits.
False
Small established companies are good places to begin investing
False
All of the followings are traditional asset types, EXCEPT
Hedge funds
Characteristics of Index Funds include which of the following? (Select all that apply)
Low expense ratios Passive investing Tax efficiency
ETFs are almost always indexed investments, meaning no manager tries to pick the best stocks (they own the whole index).
True
Most ETFs won't generate Capital Gains Distributions.
True
One attractive elements of owning a rental property is rental income.
True
One of the advantages of ETFs is lower expense ratios.
True
REITs allow investors to own real estate without the hastles of finding tenants and making repairs.
True
There are opportunities to buy cheap real estate, fix the property up, and then sell for a profit
True
ETFs trade like mutual funds, not stocks.
false
Growth funds are those funds that look to invest in companies whose stocks are priced below what their fundamental research says they should be
false
