Besides Size, How Else Does a Mutual Fund Style Box

question 99

Multiple Choice

Besides size, how else does a mutual fund style box classify equity funds?

• A)cost and fees as a percent of NAV
• B)taxability at federal, state, and local levels
• C)value versus growth characteristics
• D)age of the fund
• E)short and long-term rates of return

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Definitions:

Employer-Sponsored

Refers to benefits or programs provided by an employer to support the well-being of their employees, such as health insurance or retirement plans.

Indirect Compensation

Benefits provided to employees that do not include direct payment, such as health insurance, retirement plans, and paid time off.

Personal Leave

Approved time off from work for personal reasons, not covered by other specific leave categories like sick or vacation leave.

Paid

The state of receiving money or compensation for services rendered or as an entitlement such as salary, wages, or benefits.