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Series 6

Unit 2 Stock Funds

Growth Funds A diversified common stock fund that has capital appreciation as its primary goal. It invests in companies that reinvest most of their earning for expansion, research or development.
Blue-Chip Stock/ Conservative Growth Funds The equity issues of financially stable, well-established companies that have demonstrated their ability to pay dividends in both good and bad times. Generally these are large-cap stocks.
Performance Funds/ Agressive Growth Funds Willing to take greater risk to maximize capital appreciation.
Income Fund Mutual fund that seeks to provide stable current income by investing in securities that pay interest or dividends.
Option Income Funds Invest in securities on which options can be written and earn premium income from writing options. They may also earn capital gains from trading options at a profit.
Combination Fund An equity mutual fund that attempts to combine the objectives of growth and current yield by dividing its portfolio between companies that show long-term growth potential and companies that pay high dividends.
Sector Fund A mutual fund whose investment objective is to capitalize on the return potential provided by investing primarily in a particular indusry of sector of the economy.
Precious Metal Funds Invest almost exclusively in the stock of mining companies involved in extracting precious and strategic metals.
Special Situation Fund A mutual fund whose objective is to capitalize on the profit potential of corporations in nonrecurring circumstances, such as those under going reorganization or being considered as takeover candidates.
Blend/core Funds Stock funds with a portfolio composed of a number of different classes of stock. The purpose is to allow investors to diversify their equity holding and maximize their growth returns while owning just a single stock fund.
Index Funds Invests in securities to mirror a market index. It buys and sells securities ina manner that mirrors the composition of the selected index.
Foreign Stock Funds Invest mostly in the securities of companies that have their principal business activities outside of the USl Long-term appreciation is their primary objective, although some funds also seek current income.
International Funds Invests only in the securities of foreign countries.
Global/ Worldwide Fund Invests in the securities of both US and foreign countries.
Principal Protected Funds A mutual fund that aims at protecting investor capital. If the shares are held until the end of the lock-up period, the investor is assured of receiving back no less than the original investment (minus any sales load).
Balanced Fund A mutual fund whose stated investment policy is to have at all times some portion of its investment assets in bonds and preferred stock as well as in common stock in an attempt to provide both growth and income.
Asset Allocation Fund A mutual fund that splits its investment assets among stocks, bonds, and other vehicles in an attempt to provide a consistent return for the investor.
Bond Fund A mutual fund whose investment objective is to provide stable income with minimal capital risk. It invests in income-producing instruments, which may include corporate, government or municipal bonds.
Corporate Bond Funds Increased credit risk provides investors seeking high current income to choose this fund. These funds provide higher yields to investors than do government and municipal bond funds.
Tax-exempt bond funds Mutual fund whose investment objective is to provide maximum tax-free income. Invests primarily in municipal bonds and short term debt.
US Government and Agency Bond Fund A Mutual fund whose investment objective is to provide current income while preserving safety of capital through investing in securities back by the US Treasury or issued by a government agency.
Fund of Funds A type of mutual fund that invests solely in other mutual funds. These funds' stategies and objectives necessarily reflect the strategies of the underlying mutual funds that make up their portfolios, and they can be pure growhter, pure income or a mix.
Funds of Hedge Funds Registered mutual funds available to ordinary investors that invest in hedge funds. Initial investment requirement only 25,000. Shares niether traded nor readily redeemable. Less protected through SEC.
Money Market Funds A mutual fund that invests in short-term debt instrubments. The fund's objective is to earn interest while maintaining a stable net asset value of $1 per share. Always sold with no load, the fund may also offer check writing priv and low opening invt min.
Created by: ericjrolon