100% de satisfacción garantizada Inmediatamente disponible después del pago Tanto en línea como en PDF No estas atado a nada
logo-home
Buscado previamente por ti
Buscado previamente por ti
logo
IFIC Question and answers verified to pass $14.49
Añadir al carrito
Navegar rápidamente a
Vista previa
  2.  
  3. GARP
  4.  
  5. GARP

Examen

IFIC Question and answers verified to pass
 0 veces vendidas
  • Grado
  • GARP
  • Institución
  • GARP

IFIC Question and answers verified to pass Unique Risk - correct answer - If a security's price is affected by new information, and if new information arrives frequently, then its price will tend to be volatile, and so will the returns that it generates - When more than one security is held i...

[Mostrar más]

Vista previa 2 fuera de 5  páginas

Información del documento

  • 12 de agosto de 2024
  • 5
  • 2024/2025
  • Examen
  • Preguntas y respuestas

Temas

  • ific
  • ific question and answers verified to pass

Escuela, estudio y materia

  • GARP
  • GARP

Vendedor

avatar-seller
Academia199

Comentarios recibidos

Vista previa del contenido

IFIC - Section 5 Chapter 15 - Selecting a
Mutual Fund
Unique Risk - correct answer ✔- If a security's price is affected by new
information, and if new information arrives frequently, then its price will tend to
be volatile, and so will the returns that it generates


- When more than one security is held in a portfolio, these unique risks tend to
cancel each other out. (diversification will cancel unique risk out.)


Default Risk - correct answer ✔- The risk that a bond coupon will not be paid
(You can reduce this by avoid specializing in corporate bonds.)


Market Risk (Systematic risk) - correct answer ✔- Changes in the overall
market affecting an entire class of securities; no way to reduce this


Exchange Rate Risk - correct answer ✔- Changes in the relative value of the
currencies of the countries of investment
(You can reduce this by Hedging)


Interest Rate Risk - correct answer ✔- Changes in interest rates leading to
changes in Fixed-income securities prices
(You can reduce this by avoid specializing in fixed-income securities.)


What are the steps in selecting a Mutual Fund ? - correct answer ✔1)
Research the Performance Data
2) Focus on Appropriate Investment Objectives
3) Focus on Best Long Term Performance: a

, 4) Focus on Best Year to Year Performance:
5) Focus on Good Performers with Lower Volatility:
6) Focus on Funds with Successful Investment Managers
7) Compare Fund Facts Documents and Compare Prospectuses
8) Examine Fees and Charges
9) Analyze the Size of the Fund
10) Make the Decision


Canadian Investment Funds Standards Committee (CIFSC) - correct answer
✔the body that oversees mutual fund classification, listing 45 categories
containing more than 5000 funds


4 elements of mutual funds before selecting candidates - correct answer ✔1.
People
2. Philosophy
3. Process
4. Performance


GARP managers seek companies with which of the following criteria
compared to the industry average? - correct answer ✔Stocks with high
return on equity.


Managers that use the Growth at a Reasonable Price (GARP) approach tend
to look


1. Companies with projections of growing earnings plus high and increasing
returns on equity relative to the industry average.

Los beneficios de comprar resúmenes en Stuvia estan en línea:

Garantiza la calidad de los comentarios

Garantiza la calidad de los comentarios

Compradores de Stuvia evaluaron más de 700.000 resúmenes. Así estas seguro que compras los mejores documentos!

Compra fácil y rápido

Compra fácil y rápido

Puedes pagar rápidamente y en una vez con iDeal, tarjeta de crédito o con tu crédito de Stuvia. Sin tener que hacerte miembro.

Enfócate en lo más importante

Enfócate en lo más importante

Tus compañeros escriben los resúmenes. Por eso tienes la seguridad que tienes un resumen actual y confiable. Así llegas a la conclusión rapidamente!

Preguntas frecuentes

What do I get when I buy this document?

You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.

100% de satisfacción garantizada: ¿Cómo funciona?

Nuestra garantía de satisfacción le asegura que siempre encontrará un documento de estudio a tu medida. Tu rellenas un formulario y nuestro equipo de atención al cliente se encarga del resto.

Who am I buying this summary from?

Stuvia is a marketplace, so you are not buying this document from us, but from seller Academia199. Stuvia facilitates payment to the seller.

Will I be stuck with a subscription?

No, you only buy this summary for $14.49. You're not tied to anything after your purchase.

Can Stuvia be trusted?

4.6 stars on Google & Trustpilot (+1000 reviews)

45,681 summaries were sold in the last 30 days

Founded in 2010, the go-to place to buy summaries for 15 years now

Empieza a vender
$14.49
  • (0)
Añadir al carrito
Añadido