Lesson 1
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✓ Answer Key
1.
Most actively managed funds underperform index funds because
B) High annual fees of 1.5–2.5% compound against returns and are hard to overcome
2.
The most tax-inefficient investment income in a non-registered account is
A) Interest income — taxed at your full marginal rate
3.
Rebalancing means
C) Returning your portfolio to its target allocation by selling outperformers and buying laggards
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