Mutual Funds: Primary Types
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Questions and Answers

What form can the return of a mutual fund take?

  • Fees deduction and taxes
  • Capital appreciation and distributions (correct)
  • Shares purchase and dividends
  • Bond interests and capital gains

In the example provided, what was the total value of distributions the investor received during the period?

  • Rs. 50 (correct)
  • Rs. 200
  • Rs. 150
  • Rs. 250

Which type of fund had the highest value in Sri Lanka's Unit Trust Industry data in October 2022?

  • Balanced Funds
  • Bond Funds
  • Money Market Funds (correct)
  • Growth Funds

What formula is used to calculate the return of a mutual fund?

<p>[Ending NAV - beginning NAV] + distributions) / beginning NAV (B)</p> Signup and view all the answers

What type of fund has the smallest value according to the Unit Trust Industry data in Sri Lanka in October 2022?

<p>Indexed Funds (C)</p> Signup and view all the answers

Which form of return occurs when the prices of shares in a mutual fund increase?

<p>Capital appreciation (C)</p> Signup and view all the answers

What could significantly reduce the returns of a mutual fund according to the text?

<p>Fees and taxes (B)</p> Signup and view all the answers

In the context provided, what do 'NAV' stand for?

<p>Net Asset Value (D)</p> Signup and view all the answers

Which type of funds had the second-highest value according to the Unit Trust Industry data in Sri Lanka in October 2022?

<p>Bond Funds (D)</p> Signup and view all the answers

What does a capital appreciation imply in the context of mutual funds?

<p>An increase in the share prices of funds over time. (A)</p> Signup and view all the answers

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