For the Week ending 06/16/06
Directions: Choose the word that matches with the definition and appropriately fits into the blank space in the sentence.
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A fund, usually used by wealthy individuals and institutions, which is allowed to use aggressive strategies that are unavailable to mutual funds, including selling short, leverage, program trading, swaps, arbitrage, and derivatives. These funds are exempt from many of the rules and regulations governing other mutual funds, which allows them to accomplish aggressive investing goals. They are restricted by law to no more than 100 investors per fund, and as a result most of these funds set extremely high minimum investment amounts, ranging anywhere from $250,000 to over $1 million.
_______ which are free from most government regulation, can be a haven to attract anonymous investors with illicit cash. |
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A mutual fund that buys securities to match that of a broad-based index such as the Standard & Poor's index. The fund aims to achieve the same return as the general market.
Many 401k's invest assets in all types of _______, in order to spread out the risk by investing in many companies at once. |
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A mutual fund whose aim is to achieve capital appreciation by investing in the stocks of fast growing companies, experiencing significant earnings or revenue growth, rather than companies that pay out dividends. The hope is that these rapidly growing companies will continue to increase in value, thereby allowing the fund to reap the benefits of large capital gains. In general, these funds are more volatile than other types of funds, rising more than other funds in bull markets and falling more in bear markets.
Large companies whole revenues are somewhat flat such as Dell, Microsoft and Intel are no longer considered candidates for top _______. |
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A mutual fund that seeks to provide stable current income by investing in securities that pay interest or dividends. These funds are considered to be conservative investments and are popular with retirees and other investors who are looking for a steady cash flow without assuming too much risk.
You will usually find high dividend paying utility companies included in _______. |
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A mutual fund investing primarily in the securities of a particular industry, sector, type of security or geographic region.
A fund that concentrates strictly on the Gold Industry would be considered a type of _______. |