Which Type of Investor in Mutual Funds Would Be Least

question 12

Multiple Choice

Which type of investor in mutual funds would be least likely to be concerned about back-end loads?

• A)someone about to retire who is moving money from their employer-based retirement plan into an IRA they will manage themselves.
• B)the parent of a 15-year old who is investing for the child's college expenses.
• C)young to middle-age workers investing through their employer-based retirement plan.
• D)any investor who plans on selling their recently purchased shares in the next three years.

---

Definitions:

Generations

Groups of people born and living around the same time, often considered to have shared experiences, values, and traits.

Grief Reactions

Emotional and psychological responses that occur after the loss of a loved one or the experience of significant loss, varying greatly among individuals.

Bereaved Spouses

Individuals who have lost their husband or wife, experiencing the process of grieving and mourning.

Resilient Pattern

The ability of an individual or system to adapt and recover from adversity, trauma, tragedy, threats, or significant sources of stress.