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Basic Question 8 of 8

A total return objective is best described as ______.

A. similar to capital appreciation with reinvestment of current income
B. bias toward income versus capital gains
C. concern with preservation of capital

User Contributed Comments 1

User Comment
accounting total return must be the hlolding period return
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I am using your study notes and I know of at least 5 other friends of mine who used it and passed the exam last Dec. Keep up your great work!
Barnes

Barnes

Learning Outcome Statements

describe risk and return objectives and how they maybe developed for a client

explain the difference between the willingness and the ability (capacity) to take risk in analyzing an investor's financial risk tolerance

CFA® 2024 Level I Curriculum, Volume 6, Module 4.