Decisions, decisions—A broad spectrum of choices
There are many types of mutual funds from which to choose—each with its own financial objective. Some invest exclusively in a specific industry or country, some focus on generating income, and others look to capitalize on growth opportunities. The mutual fund (or funds) you select should closely match your financial goals, time horizon, and risk level. Types of mutual funds based on investment goal
Building Long-Term Wealth
• International Stock Funds • Global Stock Funds
• Aggressive Growth Funds • Growth Stock Funds
Growth and Income
• Growth and Income Funds • Balanced Funds
• Convertible Bond Funds • Asset Allocation Funds
• Value Stock Funds • International Bond Funds • Global Bond Funds
• High-Yield Bond Funds • Investment-Grade Bond Funds
• Money Market Funds
Generating Income
Tax-Conscious Investing
• Municipal Bond Funds
There is no assurance that the investment objectives can be met.
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