Term Answer Description A. Pooled diversification Net asset value This term refers to the value of a mutual fund which is the value of the entire assets of the fund minus the value of the fund's liabilities. B. This plan is created for investors looking for a steady stream of income by allowing shareholders to withdraw returns on a periodic basis. This term is used to describe the technique which allows investors to buy a diversified portfolio of securities for the collective benefit of individual investors. Tax exempt C. money fund D. Automatic reinvestment plan Automatic investment plarn This feature is mostly offered by mutual fund families making it easier and less costly for investors to shift their money among mutual funds in the family that meet their investment goals E. This optional program allows investors to buy additional shares of the mutual fund with the dividends and capital gains earned from the previous investments. This plan enables an investor to channel a set of money systematically into a given mutual fund. This is an investment company that allocates investor funds into both income generating property and mortgage loans This fund limits its investments to short-term, tax-exempt municipal securities F. Systematic withdrawal plan Conversion privilege Income property G. H. I. This is a specific type of real estate investment trust that owns and operates income-producing real estate Real estate investment trust Equity REITs J. This term refers to real estate purchased for leasing or renting purposes with the goal of generating ongoing income