Funds
ETFs
General Knowledge
Fiera
History
100

Which fund's daily dist. yield is 8.3%?

Floating Rate

100

How much does HFXI cost?

20bps

100

What does Sharpe Ratio measure?

Risk-adjusted returns

200

Which fund uses the "No preferred habitat" approach?

Winslow Large Cap Growth Fund (MLAIX)

200

Which ETF outperformed SPY by 599bps through Q2 this year?

IQSU

200

What is a taxable muni?

 The U.S. tax code strictly limits the volume of tax-exempt municipal bonds for each of the thousands of issuers, and restricts the eligible purposes for issuing them. Issuers that need to issue more debt than allowed, or to fund a non-permitted purpose, tap the taxable municipal bond market.

200

Ticker for Fiera SMID Growth mutual fund (I-share)

APSGX

200

What was MacKay Municipals name before the NYL acquisition?

Mariner Municipal Managers

300

What ETF is Infrastructure Bond's top competitor?

BAB

300

The SMID strategy names what two styles of growth?

Emerging and stable growth

300

What year was NYL (insurance) founded?

1845

400

Which ETF is is roughly a 50/50 split of Global Infrastructure and Global Real Estate?

IQRA

400

Which Fiera SMA has a $3 million minimum?

Tax-advantaged core +

400

What year did NYLIM bring on Candriam?

2014

500

Cost of Fiera SMID Growth Fund (I-share)?

80 or 85bps

500

Who has the best hair at NYLIM?

Wojo

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