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[DOCX File]Annual Investment Report (Including Deposits) Worksheet
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Mutual funds that specialize in short-term debt instruments, but which do not meet the strict criteria required to be called “money market” mutual funds. (If not reported as fixed income mutual funds in the section for Debt and Similar Investments > 1 Year Maturity, institutions should report non-money market, short-term fixed income mutual ...
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[DOC File]General Obligation Bonds - bivio
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A number of mutual-fund companies offer shares in managed open-end or closed-end municipal security funds. Another alternative is a unit investment trust, an unmanaged pool of GO bonds. These pooled funds give investors a chance to participate in a diversified portfolio of municipal …
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[DOCX File]California State University, Northridge
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According to the problem, the corporate bond yields 8.4 (1-.28) = 6 percent after tax. The municipal bond has a taxable equivalent yield of .06 / [1 - .28] = 8 percent. Chapter 3. 3-1. Indirect investing. …
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[DOCX File]Explanation of Investment and Deposit Types
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Mutual funds that specialize in short-term debt instruments, but which do not meet the strict criteria required to be called “money market” mutual funds. (If not reported as fixed income mutual funds in the section for Debt and Similar Investments > 1 Year Maturity, institutions should report non-money market, short-term fixed income mutual ...
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[DOCX File]Microsoft Word - W!SE Certification Test--Topics That Need ...
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A municipal bond is a bond that is issued by a city or some type of governmental agency. Government bodies usually issue tax-free municipal bonds to fund large capital expenses and improvements, like parks, downtown restorations, schools or airports. Mutual. Funds…
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[DOCX File]Total Amount of Interest - Winston-Salem/Forsyth County ...
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Directions: Display in a graphic organizer how mutual funds and exchange-traded funds are similar and different using the characteristics in the provided scenario. Melissa convinced David to invest money …
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[DOC File]FDM 450 Examples
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Mutual Funds An entity which is registered as a management company under the Investment Company Act of 1940, as amended (15 U.S.C. 80a-1 et seq.). Includes open-end and closed-end mutual funds and registered money market funds. Filer reports money market or mutual funds …
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Municipal bond mutual funds examples