Stocks, Bonds, and Mutual Funds Jeopardy!! Stocks, Bonds, and Mutual Funds

Pick a Category Double Time Terms and Definitions Mutual Funds and More Stocks and Bonds

Term used to describe bonds worthy of purchase by investors who do not want to take big risks

A word for the list of the financial assets held by an individual, bank, or other financial institution.

The fee charged by a broker or an agent

The place where securities are bought and sold

Equal to one share of a corporation’s net worth and profit

These are company profits that are paid out to shareholders

These types of bonds are free from federal tax and are often free from state and local tax

When you buy stocks, you become this

The first time a company issues stock, it will be sold through this format

The age old guide to buying and selling stock

The 2 main advantages of owning mutual funds

Taxes assessed on profits from investments

One resource for finding information on mutual funds

Diversification among various types of securities

The person or persons who oversees the mutual fund

What is: Investment Grade

What Is: Portfolio

What Is: Commission Load

What Is: Secondary Market

What Is: Stock

What are: Dividends

What Are: Municipal Bonds

What is: A shareholder or stockholder

What Is: An Initial Public Offering (IPO)

What Is: ”Buy Low, Sell High”

What are: Diversification Professional Management

What Are: Capital Gains Taxes

What Is: Fund family websites Morningstar.com Wall Street Journal

What Is: Asset Allocation

Who Is: The Fund Manager

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