Exit Ticket (11.3, 11.4, 11.5) - Tang Xiong | Library

Instructions

Be sure to have completed the lessons for the Unit required for this exit ticket.

Required

2

Which of the following most accurately describes what a bond is?

A bond is a government loan made to a corporation that must be paid back with interest.

A bond is an investment in which a corporation lends an individual investor money that must be paid back with interest.

A bond is an investment in which an investor lends money to a corporation or government and it must be paid back with interest.

A bond is a government loan made to an individual investor that must be paid back with interest.

Required

2

The price of Juan’s bond will increase

The interest rate of Juan’s bond will increase to reflect the current market

More investors will be willing to buy Juan’s bond

The price of Juan’s bond will decrease

Required

2

Bonds pay dividends to its investors

A bond fund can help you diversify your investment portfolio

You receive the principal amount you invest in a bond fund after a certain amount of time

Buying an individual bond is generally cheaper than buying a bond fund

Required

2

Hiring an investment manager who you think can beat the market

Investing small amounts of money over longer periods of time

Not selling your investments for at least five years

Making sure your investments are diversified

Required

2

Fees are waived for investments held for over five years

It keeps you from reacting to dips in the market and selling at too low of a price

You get a bonus from the company if you invest for five years

It allows your investments to earn more interest

Required

2

Investing different amounts of money every month

Investing in multiple types of securities (stocks, bonds, etc.)

Investing in multiple companies within a type of security (ex: small, medium, and large cap stocks)

Using multiple investment managers to get different opinions

Required

2

Fees for a passively managed fund are typically lower than those for an actively managed fund

Passively managed funds are managed by a fund manager

A passively managed fund guarantees the average return of the securities it includes

Passively managed funds are generally seen as low risk investments

Required

2

ETFs use a pool of money from multiple investors while actively managed mutual funds do not

ETFs can be traded throughout the day while actively managed mutual funds cannot

ETFs generally come with high fees while actively managed mutual funds do not

ETFs are generally seen as high-risk investments while actively managed mutual funds are not

Required

2

Target date funds automatically adjust your asset allocation as you get to retirement

Target date funds only invest in low-risk bonds

Target date funds are actively managed by a fund manager

Target date funds offer low fees while also promising to outperform the market