Choose wisely. There is only one correct answer to each question.
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1.
Should a bond fund be a core holding for you?
Maybe. It depends on your asset allocation. When it comes to bonds, theres no one-size-fits-all answer. It all depends on your asset allocation.
2.
Which is the quality of a great core holding?
Its boring. Core holdings dont make great dinner-party chatter. They do, however, provide the steady returns that your portfolio needs to achieve your goals.
3.
Core companies tend to be ________.
Financially healthy. This feature helps make them worthy of being core stocks.
4.
Why might large-growth funds not be the best choice for a core mutual fund?
They have big price swings. Their big swings mean that they could suffer big losses too.
5.
All investors should have the same size core holding.
False. Though different investors and experts will disagree, there is no one size for everyone.