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Michael Buster
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Decks in this class (19)
Chapter 1-Fund Investments
Commodities,
Small cap stock funds hold stocks...,
Standard deviation sd
24
cards
Chapter 2-Regulation & Structure
Tax exempt or tax free mutual fun...,
Balanced mutual funds,
Money market mutual funds
30
cards
Chapter 3-Fund Expenses
Total return figures shown in per...,
Ongoing expenses for a mutual fun...,
The most common type of back end ...
29
cards
Great Tools For A Financial Advisor Or Investor
Index universe,
Finra,
Market browser
7
cards
Chapter 4-Investing In A Fund
Stanford university showed that i...,
Standard deviation is normally ca...,
That stanford study also showed r...
24
cards
Chapter 5-Risk Measurement
Standard deviation formula,
Look at a fund s ___ standard dev...,
The most common beta benchmark fo...
21
cards
Chapter 6-Equities
Firm s book valueis often compare...,
Generally growth funds have much ...,
Growth fund managers look for sto...
34
cards
Chapter 7- Fixed Income & Hybrids
Many ___ funds and investment fir...,
Yield to maturity is the total ra...,
The average maturity of a short t...
31
cards
Chapter 8-Tax free Bonds
Large municipal bond funds are ab...,
If you believe interest rates are...,
From 1970 2015 rates municipal bo...
20
cards
Part 1 Practice Test Questions-Based On Facts
The first etf began in ___,
A mutual fund s financial highlig...,
Today the average equity reit has...
57
cards
Chapter 9-Specialty Categories
Potential problems of ethical fun...,
As a target date fund s date appr...,
3 fund companies manage over ____...
35
cards
Unit 10-Money Market Funds
Money market instruments require ...,
As of early 2023 ___ was invested...,
Categories of money market funds ...
14
cards
Chapter 11-Titling & Services
Joint tenants with rights of surv...,
Tenants in common1 co owners are ...,
Community property c p accounts a...
22
cards
Chapter 12-Closed End Funds
Intraday trading allows investors...,
The history of close end funds be...,
Cef advantages include1 cef manag...
7
cards
Chapter 13-ETFs
____ pioneered the concept of a t...,
___ of outstanding etf shares are...,
The 10 largest etfs account for _...
29
cards
Chapter 14-REITs
According to a brandes investment...,
Since 1976 the rolling 60 month c...,
At times the addition of an equit...
29
cards
Chapter 16-Market Timing
Dow jones industrial average djia...,
Time diversification is the idea ...,
___ aims to invest more when the ...
6
cards
Chapter 17-When to Sell
Your capital losses can offset yo...,
Studies show that there is a slig...
2
cards
Part 2-Practice Test Questions
The typical bank loan fund has de...,
What is a swp,
What are the tax consequences of ...
67
cards
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Certified Fund Specialist (CFS)
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