Mutual Fund - Type Fund
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| Money Market - Portfolio | Fixed Income
Cash equivalent, Such as T-bills,CD's commercial paper,BAs
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| Money Market - Objectives/Risk/Features | Fixed Income
Preservation of capital,
Attempts to maintain $1 NAV(not guaranteed)
Used to "park" fund while making investment decisions
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| US Government - Portfolio | Fixed Income
T-bonds, T-notes, T-bills
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| US Government - Objectives/Risk/Features | Fixed Income
Income with no risk
May be subject to interest rate the longer the average maturity of the portfolio, the greater the interest rate risk.
The funds themselves are NOT guaranteed by the US.
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| Municipal Bond - Portfolio | Fixed Income
Municipal Bonds (some funds have of only a single state)
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| Corporate: Investment Grade - Portfolio | Fixed Income
Corporate Bonds rated BBB/Baa or higher
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| Corporate: Investment Grade - Objectives/Risk/Features | Fixed Income
Income with modest credit risk
Dividends are fully taxable
Interest rate risk
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| Corporate: High Yield ("Junk Bonds") - Portfolio | Fixed Income
Corporate Bonds rated BB/Ba or lower
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| Corporate: High Yield ("Junk Bonds") - Objectives/Risk/Features | High Than normal income with higher than normal default risk.
Investor must be able and willing to assume default risk.
Also has interest rate risk.
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| Growth & Income - Portfolio | Blend
Mix of equities and bonds
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| Growth & Income - Objectives/Risk/Features | Income with opportunity for growth
Less growth than pure growth fund, less income than pure income fund
Some managers allowed wide discretion regarding mix of portfolio securities.
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| Balanced - Portfolio | Blended
Mix of equities and bonds
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| Balanced - Objectives/Risk/Features | Growth with opportunity for income.
Portfolio mix usually under tighter constraints than growth & income fund
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| Equity Income - Portfolio | Equity
Dividend paying equity
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| Equity Income - Objectives/Risk/Features | Equity
Safe, consistent income with secondary objective of growth.
Less volatile than other equity funds.
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| Growth - Portfolio | Equity
Common stock
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| Growth - Objectives/Risk/Features | Capital appreciation
Income not a consideration
subject to market fluctuation
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| Aggressive Growth - Portfolio | Equity
Small Cap stocks
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| Aggressive Growth - Objectives/Risk/Features | Maximum capital appreciation
May employ short-term trading strategies.
Very volatile.
Investors must be risk tolerant.
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| Index - Portfolio | Equity
Common stocks in same proportions as selected index (E.g) S&P 500)
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| Index - Objectives/Risk/Features | Match the return of the market
Passively managed
Low expenses and portfolio turnover
Tax efficient
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| Foreign - Portfolio | International
Common stocks from outside the US
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| Foreign - Objectives/Risk/Features | International
Capital appreciation in markets that might not follow US market.
Exposure to exchange rate risk and political risk, in addition to market risk.
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| Global - Portfolio | US and foreign
Common stock
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| Global - Objectives/Risk/Features | Capital appreciate in whatever markets look attractive to manager.
Exposure to exchange rate risk and political risk, in addition to market risk.
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| Special Types - Sector - portfolio | Common stocks from particular industry (e.g, telecommunication)
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| Special Types - Sector Objectives/Risk/Features | Provides exposure to selected industry group without the hassle of individual stock selection by the investor
Less diversification increases risk if sector suffers downturn.
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