Savings Plus Investment Options and Reporting Quiz
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Savings Plus Investment Options and Reporting Quiz

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@LuckyChalcedony6007

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Questions and Answers

Which type of funds does Savings Plus primarily use now?

  • Publicly-traded mutual funds
  • Passively-managed funds
  • Actively-managed funds
  • Separate accounts (correct)
  • What is the purpose of Fact sheets in Savings Plus?

  • To provide the public share price of separate accounts
  • To replace prospectuses
  • To provide information about the top ten holdings (correct)
  • To publish quarterly statements
  • What is the main goal of actively-managed funds?

  • To beat the market
  • To mimic an industry-standard benchmark
  • To out-perform the benchmark for that type of fund (correct)
  • To be the market
  • What is the main goal of passively-managed funds?

    <p>To mimic an industry-standard benchmark</p> Signup and view all the answers

    What type of funds are Target Date Funds in Savings Plus?

    <p>Savings Plus Core Investment funds</p> Signup and view all the answers

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