Mutual Funds

A type of mutual fund that includes companies primed for revenue or earnings growth at a pace that is faster than that of either industry peers or the market overall.

• Growth funds

• Income fund

• balance fund

• Index funds

The goal of these funds is to produce current income in the form of interest or dividends.

• Income funds

• Growth funds

• Balance funds

• Index funds

A type of mutual funds, that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.

• Balanced funds

• Money market fund

• Income funds

• Growth funds

A type of mutual funds that invests in high-quality, short-term debt instruments, cash, and cash equivalents.

• Money market funds

• Balance funds

• Index funds

• Growth funds

It is a mutual fund that purchases international stocks and bonds as well as U.S. securities.

• Global funds

• Index funds

• Money market funds

• income funds

It is a portfolio of stocks or bonds designed to react on the composition and performance of a financial market index.

• Index fund

• Global funds

• Income

• Mutual funds

It is a formal document that is required by and filed with the Securities and Exchange Commission (SEC) that provides details about an investment offering to the public.

• Prospectus

• Brochures

• Pamphlets

• Official gazette

A fee that is Imposed if account falls below a particular level.

• Account fee

• Sales Fee

• Purchase fee

• Exchange fee

Some fund charge this fee when you purchase their shares to defray costs to the fund associated with your purchase.

• Purchase fee

• Sales fee

• Exchange fee

• Management fees

Similar to a commission you pay to a broker

• Sales load

• Account fee

• Brokers fee

• Management fee