Difference between open-end or closed-end funds

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Reference no: EM133120745

1. Give one difference between Open-End or Closed-End funds. Which would you rather invest in?

2. In what sort of investment environment would you consider purchasing a REIT?

3. What type of investment company discussed in Chapter 4 is not regulated by the SEC?

4. What is the difference between a front end load and back end load fund?

5. What is your profit or loss in the following scenario?

  • You purchase a fund with an NAV of 14.00
  • You sell the fund when the NAV is 15.00
  • You received a capital gains distribution of 0.75
  • You received an income distributed of 1.00

6.How does the turnover ratio of a fund possibly impact an investor's tax liability?

7. Visit ETF.COM and find an ETF you would consider investing in, describe the fund and why you find it interesting.

Reference no: EM133120745

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