Types

Mutual Funds

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 bond
  • 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.

 

 

 

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