Fill in each of the following descriptions with the type of mutual fund classifi

ID: 2659903 • Letter: F

Question

Fill in each of the following descriptions with the type of mutual fund classification it represents.

a. An ____ fund attempts to match the performance of a broad market index.

b. A _____ fund holds both equities and fixed-income securities in fairly stable proportions.

c. An _______ fund holds primarily equities.

d, An _________ fund holds both equities and fixed-income securities and varies the proportions to take advantage of forecasted market conditions.

e. A _____ fund holds securities of firms in a particular industry or sector.

f. A _____ fund primarily holds fixed-income securities.

g. A ______ fund is a balanced fund in which the mix of securities depends on the age of the investor.

a) Index Fund

b) Balanced Fund

c) Equity Fund

d) Asset Allocaiton and Flexible Fund

e) Sector Fund

f) Bond Fund

g) Life-cycle Fund