chapter 10 different types mutual funds

oncerned about the effects of rising inflation, and since they are heavily invested in bonds, they seek to invest a portion of their portfolio in a fund that will provide additional diversification. Which of the following mutual funds is the most suitable for these customers?

ATF Overseas Opportunities Fund

If a couple has a long-term growth objective and is willing to accept a reasonable amount of risk, which of the following mutual funds is most suitable for them?

Common stock fund

interested in safety, liquidity, and tax-free income

Insured short-term municipal bond fund

Which of the following types of mutual funds has capital appreciation as its investment objective?

Specialized

married couple with a long-term growth objective is considering a mutual fund and they are concerned about the fund's annual expenses, they should select a:

common stock fund with a low portfolio turnover.

If a client prefers mutual fund investments in companies that primarily generate capital appreciation to companies that pay a steady dividend, what type of mutual fund and associated investment objective would you recommend?

growth fund

Stable NAV. Offered without a sales load . Portfolio of short-term debt instruments .

hedge fund

If ABC Fund pays regular dividends, offers a high degree of safety of principal, and appeals especially to investors seeking tax advantages, ABC is a(n)

municipal bonds

tax exempt bonds

municipal bonds.

objective is current income with moderate risk?

preferred stock