Asset Allocation Funds - As market status changes, these funds shift assets among stocks, bankd and money market securities. Also, unlike many mutual funds, these funds usually ahve no limits on the percentage of assets that can be invested in each asset class at any given time.
Balanced Funds - Seek to provide conservation of capital, current income and long-term growth of capital and income by investing in stocks, bonds and other fixed- income securities.
Income Mixed Funds - Seek to provide current income and , secondarily, growth of capital through a flixible mix of equity and debts instruments.
Tuesday, February 26, 2013
Monday, February 25, 2013
Objectives of Stock / Equity / Index Funds
The stock market is probably one of the best option for people who want to be involved in hiqh yielding investments. Studies show that the stock market has consistently outperformed all other types of investments over the long-term. However, in a rapidly changing economic and political environment, owning an dmonitoring a portfolio of stocks are required more analysis and effort than tthe average person can handle.
The conviction to purchase a security, the patience to hold on to it as long as needed, and the wisdom to sell at the right time are qualirites that lead to success in the stock market. These qualities, however, are developed through years of experience and require abundant information and capital resources. For the common investor, these qualities can only be obtained through the services of professional fund managers or through investments in actively managed equity funds.
Growth Funds - Seek to provide long-term growth of capital by investing in growing, profitable companies.
Total Return Fund - Seek to provide long-term growth of capital and income primarily through investments in common stocks.
Value Fund - Seek long-term capital growth by investing in diversified stock portfolio of undervalued companies.
World Equity Fund (Global) - Seek long term growth of capital by investing in stocks and bonds with significant exposure to countries that have developing exonomies and markets.
Index Funds - Seek long-term capital growth by investing in a diversified portfolio of common stocks with returns similar to a specific index, such as the S&P 500.
Sector Funds - Seek to provide high growth of capital by concentrating assets in equities in one sector of the economy such as biotech, telecommunications, precious metals, etc.
Please check daily for article update.
The conviction to purchase a security, the patience to hold on to it as long as needed, and the wisdom to sell at the right time are qualirites that lead to success in the stock market. These qualities, however, are developed through years of experience and require abundant information and capital resources. For the common investor, these qualities can only be obtained through the services of professional fund managers or through investments in actively managed equity funds.
Growth Funds - Seek to provide long-term growth of capital by investing in growing, profitable companies.
Total Return Fund - Seek to provide long-term growth of capital and income primarily through investments in common stocks.
Value Fund - Seek long-term capital growth by investing in diversified stock portfolio of undervalued companies.
World Equity Fund (Global) - Seek long term growth of capital by investing in stocks and bonds with significant exposure to countries that have developing exonomies and markets.
Index Funds - Seek long-term capital growth by investing in a diversified portfolio of common stocks with returns similar to a specific index, such as the S&P 500.
Sector Funds - Seek to provide high growth of capital by concentrating assets in equities in one sector of the economy such as biotech, telecommunications, precious metals, etc.
Please check daily for article update.
Sunday, February 24, 2013
Basic Types of Mutual Funds
Long Term Funds
Sources from International Marketing Group
- Stock /Equity - funds that invest in the variety of stocks
- Index - equity funds that attemt to mirror the performance of specific index, such as the S&P 500.
- Bond - funds that invest in the variety of bonds.
- Hybrid - funds that invest in a combination of stacks, bonds and other securities
- Money Market - funds that invest in securities that generally mature in one year or less (very liquid).
Sources from International Marketing Group
Saturday, February 23, 2013
Maximum Investment Returns
Mutual Funds are among the most popular and versatile financial planning vehicles in the United States. They can be useful in achieving the long and short term goals yourve established for your family by completing your personal financial lifestyle strategy (FLS).
- 82.8 million Americans own mutual funds.
- A typical shareholder invests through employer-sponsored retirement plans and has long-term financial goals such as retirement.
- There are more than 7,300 mutual funds representing a wide variety of investment objectives.
A Mutual Fund is an investment company that combines money from individuals and invests in a diversified portfolio of securities. Each investor is a shareholder who buys shares of the fund. Each share represents a proportion of ownership in the funds assets.
There are different types of mutual funds, and each type is a designed to benefit from either a short-term or long term investment strategy.
Please check my daily updates...
- 82.8 million Americans own mutual funds.
- A typical shareholder invests through employer-sponsored retirement plans and has long-term financial goals such as retirement.
- There are more than 7,300 mutual funds representing a wide variety of investment objectives.
A Mutual Fund is an investment company that combines money from individuals and invests in a diversified portfolio of securities. Each investor is a shareholder who buys shares of the fund. Each share represents a proportion of ownership in the funds assets.
There are different types of mutual funds, and each type is a designed to benefit from either a short-term or long term investment strategy.
Please check my daily updates...
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