TRAINEE GUIDE - Recruit Training Command - The US Navy

TRAINEE GUIDE A-950-0001
d. C Fund
OUTLINE SHEET 2-03-1 (continued)
(1) A ____________-company U.S. stock fund.
(2) Money is invested in stocks for about 500 companies that
represent ____________ U.S. stock market performance.
(3) The stocks represent well-known, large companies such as
General Motors, McDonald's, Microsoft, and Walt Disney.
(4) The C Fund enables participants to ____________ their
investment among a broad range of stocks.
(5) Returns can sharply ____________ with a favorable U.S.
economy; or decline with an unfavorable economy. The
return on the stocks could be negative resulting in a loss
for the investor.
(6) Returns from the C Fund vary greatly from gains to a
losses; however, for long-term, it is generally a sound
investment.
e. S Fund
(1) A ____________ and small-company U.S. stock fund.
(2) Money is invested into:
(a) All stocks for medium and small companies that have a
market value greater the $1 billion.
(b) A sampling of stocks with market values less than $1
billion.
(3) Infrequently traded stocks and those that sell for less
than $1.00 per share are excluded from the S Fund.
(4) The S Fund invests in about 3400 U.S. traded stocks.
(5) The S and C Funds combined, cover almost the entire U.S.
stock market.
(6) The advantages and disadvantages of investing in the S and
C Funds are about the same; except that stock prices for
mid- and small-size companies are more volatile, making the
S Fund the riskiest investment of the two investment funds.
f. I Fund
(1) An ____________ stock fund that invests in major companies
in Europe, Australia, and Asia.
(2) The stocks represent well-known foreign companies such as
Toyota Motor Corporation, British Petroleum, and Nestlé.
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