Bonds
More Bonds
Mutual Funds
More About Bonds and Mutual Funds
...and more Mutual Funds
100
State and local governments issues these to pay for ongoing activites.
What are Municipal Bonds?
100
The dollar amount a bond holder will receive at the bond’s maturity date.
What is the face value of a bond?
100
Potential investors can find detailed informaion about a particular mutual fund in this report.
What is a prospectus?
100
Companies or municipalities with good financial stability issue these types of bonds.
What are Investment Grade Bonds?
100
This practice helps pay for marketing and advertising a mutual fund.
What is a 12b-1 fee?
200
These bonds are issued at the same time but mature on different dates.
What are Serial Bonds?
200
This type of bond lets the investor trade a bond for shares of common stock.
What is a Convertable Bond?
200
This type of mutual fund has a fixed number of shares that are issued by an investment firm when the fund is first organized.
What is a closed-end fund?
200
This type of bond is repaid from income generated by the project it is designed to finance.
What is a Revenue Bond?
200
A bond that is backed only by the reputation of the issuing corporation, rather than by its assets.
What is a debenture?
300
A bond that is not registered in the investor’s name.
What is a Bearer Bond?
300
This type of bond doesn't pay interest.
What is a Zero Coupon Bond?
300
Payments made to shareholders that result from the sale of securities in a fund's portfolio.
What is capital gain distribution?
300
Mutual Funds can be sorted into these three main groups making it easier for fund managers to align your needs to a particular fund.
What are Stock Mutual Funds, Bond Mutual Funds, and Mixed Mutual Funds
300
In the world of bonds this is a fund to which a corporation makes deposits for the purpose of paying back a bond issue.
What is a Sinking Fund?
400
The rate of return earned by an investor who holds a bond for a certain amount of time.
What is a bond yield?
400
This type of bond appears in movies.
Who is James Bond?
400
The amount one mutual fund share is worth.
What is Net Asset Value (NAV)?
400
For Mutual Funds, this is the term used for the earnings a fund pays to shareholders.
What is Income Dividends?
400
A bond that is registered in the owner’s name for only the face value and not for interest
What is a Coupon Bond?
500
A bond that is registered in the owner’s name by the issuing company.
What is a Registered Bond?
500
The assets of a corporation are used to back this type of bond.
What is a Mortgage Bond?
500
The individual investor pays no commission for investing in this type of fund.
What is a No-Load Fund?
500
This is the date bond become mature.
What is a maturity date?
500
Bonds are sold by these three major entities.
What are the Federal Government, State and Municipal Governments, and Corporations?