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SFCU

Across
This type of mutual fund uses a philosophy that leads to investments in stocks that are selling at a price that is low in relation to earnings and other fundamental measures.
Investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to goals, risk, and time horizon
Measures the gain or loss generated on an investment relative to the amount of money invested
401(k) is an account designed to save for ______
You can make a pre-taxed ______ from your paycheck that will go directly into your 401(k)
These types of companies are risky to invest in and have the most volatile returns.
By dividing ______ by your annual rate of return, you can calculate how long it will take for your balance to double
The most conservative investment option - returns similar to a savings account
Money in a 401(k) grow tax ______
Down
Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk
Investment vehicle made up of a pool of money collected from investors for the purpose of investing in securities. Only option available in 401(k)
These types of companies are the largest in the United States (McDonald's, Ford, IBM)
15-20% of your portfolio should be invested overseas through _______ mutual funds
The allocation of these funds will become more conservative over time.
Person(s) that you name who inherit your account upon your death
This type of mutual fund uses a philosophy that leads to investments in stocks that are expected to appreciate faster than their peers.
Mutual funds whose portfolio replicates markets such as the DOW or S&P 500
Move 401(k) to IRA
Probability of loss relative to the expected return of your portfolio