FIN 380 Study Guide - Final Guide: Value Line, Ney, Interest Rate Risk
Document Summary
Fin 380 exam #3 study guide book value read value line earnings per share dividends retained earnings. Value line short selling buying on margin defensive stock behavioral finance overconfidence anchoring. Chapter 17 investment co. load vs. no-load management fee. 12b-1 fees index fund sector fund balanced fund fund family. Russell 2000 index dollar cost avg. efficient markets theory current yield discretionary order total return dollar cost averaging discount vs. full service broker cognitive dissonance aggressive growth growth global fund large-cap money mkt. fund. M orningstar rating asset allocation fund international fund small-cap insured municipal fund debenture call feature. M oody s and s & p bearer bond. Federal agency bonds municipal bonds yield-to-maturity (ytm ) mutual fund. Etf expense ratio growth & income regional fund high yield (junk) prospectus bond mortgage bond sinking fund interest rate risk. Series i yield curve face value subordinated serial bonds duration. Series hh revenue bonds representativeness myopic risk aversion open end back-end load.
