Mutual Funds -- 15 Puzzle Box

Instructions: Write the clue number given below in the correct corresponding box at left. When completed, the numbers in each row across and each column down will add up to 15 if all the answers are correct.

• 1. A means of spreading the risk by purchasing a varied portfolio of investments
• 2. This type of mutual fund may own assets such as Treasury bills, bonds, stocks, and other assets
• 3. It's calculated by dividing the total number of outstanding shares into the total value of the fund's assets
• 4. Shares in this type of mutual fund are traded somewhat like stock
• 5. This type of mutual fund holds assets that mirror a stock or bond market benchmark
• 6. A fee charged by some mutual funds either at time of purchase or time of redemption of shares
• 7. Based on a percentage of the value of a mutual fund's total assets, it is assessed annually
• 8. Credited with inventing the growth stock mutual fund
• 9. This type of mutual fund has an indefinite number of shares available to investors

If you need help with any of the clues in the puzzle above, refer to An Introduction to Mutual Funds and the Investing Glossary.

See also the U.S. Securities and Exchange Commission article, Invest Wisely: Mutual Funds.

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