Term Answer Description Pooled diversification A. This is a type of investment asset that owns and manages a pool of real estate assets to generate returns for its investors that includes both income-producing properties as well as mortgage loans. This fund offers its investors income which is often free from federal income tax and is mostly attractive to investors in high tax brackets This plan enables automatic withdrawals from an investors account periodically for investments. 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 Net asset value B. C. Tax exempt money fund Automatic reinvestment plan Automatic investment plan Systematic withdrawal plan Conversion privilege D. E This is an investment asset usually real estate, bought with the goal f earning periodic income in the form of rent or lease This is a specific type of real estate investment trust that owns and operates income-producing real estate 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. F. G. H. This plan is created for investors looking for a steady stream of income by allowing shareholders to withdraw returns on a periodic basis. I. This feature is mostly offered by mutual fund families making it easier Real estate investment trust and less costly for investors to shift their money among mutual funds in the family that meet their investment goals. Equity REITs . This is an optional investment program that allows investors to reinvest the capital gains and other income earned into additional shares of the mutual fund