Types of Mutual Funds

• Equity mutual funds invest in shares of common stocks.
• Fixed-Income mutual funds invest in government or corporate securities which offer fixed rates of return.
• Balanced mutual funds invest in a combination of both stocks and bonds.




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• Money market mutual funds for high stability of principal, liquidity and income.
• Bond mutual funds, both tax-exempt and taxable funds to generate income.
• Specialty/Sector mutual funds to diversify holdings within an industry.