The Conversion Privilege Provided by Managed Fund Families Allows Investors

question 28

Multiple Choice

The conversion privilege provided by managed fund families allows investors to

• A) move from one fund family to another once every six months.
• B) move from one fund to another without incurring any capital gains tax liability.
• C) re- allocate their funds at any time as long as they pay an additional sales load on the transferred funds.
• D) be more aggressive since they can re- allocate their funds when market conditions change.

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Definitions:

Neural Connections

The links between neurons in the brain that are formed through synapses, allowing for communication and the processing of information.

Experience-Expectant

Brain processes that presume certain basic environmental interactions for normal development, relying on universal experiences.

Cultural

Pertaining to the shared beliefs, practices, norms, and values of a group of people.

Auditory Preferences

Individual differences in the liking or enjoyment of sounds, which can influence learning styles and communication methods.