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