2. Degree to which the value of an investment moves up and down. Volatility

3. Number that corresponds to volatility or market risk of a security compared to the general market. Beta

4. Spreading of investments among different types of securities, companies or locations to reduce risk. Diversification

5. Who is doing the best in this class for term 3? The one with the highest average for term 3

6. What determines the type of mutual fund one would invest money in? Its objective

7. Boston Marathon starts in what town? Hopkinton

8. Type of stock issued by a company with a capitalization between $500 million and $2 billion. They are considered to be a higher investment risk. Small cap stock

9. Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. Ursula

10. What is market capitalization? Share price multiplied by # of shares (the amount it would cost for you to buy every single share of a company)

11. What does a PE Ratio tell you? If a stock is overpriced or undervalued compared to other companies. (comparison of stock price to earnings)

12. For a corporate bond, par value and face amount means the same thing. True or False? True

13. Type of stock that is considered a safe investment.Attracts conservative investors. Are generally the strongest and most respected companies. Blue Chip or Large Cap Stock

14. If Greece defaults on a government bond, what does that mean? It is unable to pay an investor (interest and face value)

15. Stock price for a company was $79. It went up to $91. What was the percent increase in the stock price? 15%

16. Type of bond that provides no interest payments and is redeemed for its face value at maturity. i.e. Savings Bond Zero coupon bond

17. Disney character quiz. Villain. Proud owner of two eels. Use to rule the sea. Ursula

18. Type of stock that typically sells for less than $1 a share. Prices are very volatile and can fluctuate wildly up and down. Companies' sales are very unsteady. High risk. Penny Stock

19. Bruce Wayne’s (Batman)butler? Alfred

20. Prior Day's Closing Share Price: $50.50 Today's Closing Share price: $61.25 Quarterly Dividend of $2.075 What is change in stock price as a %? 21% What is the yield? 13.55%

21. Type of investing in which your investments are all in the same type of industry. Sector investing

22. How frequently are mutual funds priced? Daily

23. Type of bond a government authority (town, city, county) would issue to build a new school, highway or airport. Municipal

24. If a company has 1,000 outstanding shares and a share price of $30. It pays a $2/share quarterly dividend. What is its market capitalization? 30,000

25. What does N.A.V. stand for? Net Asset Value

26. How frequently is a NAV priced for a mutual fund? Daily - at the end of the day when market closes.

27. Provide one example of an index for the stock market. DJIA, S&P500

28. This is a formula for what? Current share price divided by EPS PE ratio

29. The names of the parents in 101 Dalmations? Pongo and Perdita

30. An Income Mutual Fund produces monthly income to an investor. True or False? True Would it have a yield? Yes

31. When interest is earned on interest and principal. It allows your principal to snowball. Compounding

32. 4 US Presidents born in Massachusetts? John Adams, JQ Adams, JFK, George HW Bush

33. Ticker symbol for Apple AAPL Ticker symbol for Orange No such thing

34. Name some advantages of investing in a mutual fund rather than purchasing an individual stock from E- Trade? Professional management, diversification (less risk)

35. Massachusetts State Bird chickadee

36. If a mutual fund is front- loaded, then it means the investor is paying a sales charge or commission on investments. True or False. Absolutely True.

37. This ratio is calculated by dividing the stock's last closing price by its earnings per share for the latest year. Price -Earnings Ratio (PE Ratio)

38. A declining stock market in which investors are pessimistic. Bear Market

39. Are Corporate Bonds paid at maturity? Yes

40. What is P.O.P. mean for the price of a mutual fund? Public Offering Price

41. Mr. George’s advice: You have one life. Live it.

42. Annual Dividend divided by closing price is a formula for what? Yield

43. What is the relationship between risk and return? Low risk, low return. High risk, high return.