Which Combination of Funds Is Most Suitable for an Investor

question 49

Multiple Choice

Which combination of funds is most suitable for an investor seeking to diversify across asset classes?

• A) A balanced fund, an S&P 500 index fund, an intermediate term bond fund.
• B) A growth and income fund, a large cap equity fund, Dow-Jones Industrial Average Index Fund.
• C) An S&P 500 Index Fund, an intermediate term bond fund, a REIT.
• D) An energy fund, a pharmaceuticals fund, a financial services fund.

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Definitions:

Provisions

Supplies of food, drink, or equipment, especially for a journey, military campaign, or period of scarcity.

Lewis and Clark Expedition

The early 19th-century expedition commissioned by President Thomas Jefferson to explore the newly acquired western territory of the United States, led by Meriwether Lewis and William Clark.

Gibbons V. Ogden

A landmark decision by the U.S. Supreme Court in 1824 that held that the power to regulate interstate commerce was granted to Congress by the Commerce Clause of the Constitution.