So first, let's discuss about what is market capitalization (cap), and then about
various types of mutual fund categories based on the market caps.
For example, you can have $ 100,000 sitting in a 401 (k) that is split between three different
types of mutual funds for aggressive growth, foreign stocks and bonds.
Bond funds can be fairly self - explanatory, but with others, it's very important that you fully understand
what type of mutual fund you are getting into.
The
main types of mutual funds are money market funds, bond funds, equity funds, dividend funds, mortgage funds, real estate funds and specialty and alternative funds.
This type of universal life policy allows you to manage different
types of mutual funds directly through what's called «separate accounts» with the cash value that your policy has built..
Many 401 (k) plans are managed by national financial institutions which offer
various types of mutual funds to allow you to diversify your holdings somewhat.
The following table shows the median total expense ratios for different
types of mutual funds as published by Morningstar.
Fixed income exchange - traded funds (ETFs), whose shares are traded on major stock exchanges, are a special
type of mutual fund designed to track the performance of a specific bond market index.
Money Market Mutual Fund — A money market mutual fund is an open -
end type of mutual fund that is specifically invested in money markets.
Lipper Index — The Lipper Index is a name that specifically applies to a special form of rating system and also for a
given type of mutual fund performance tracking system.
Chapter 3 —
Types of Mutual funds Mutual funds are designed in a way that they suit every investor's need, it is like a melting pot of what every investor...
Though mutual funds are often considered one of the safer investments on the market,
certain types of mutual funds are not suitable for those whose main goal is to avoid losses at all costs.
The lowest -
risk type of mutual fund that invests in Treasury bills, negotiable certificates of deposit and similar short - term investments.
However, when it comes to deciding what
type of mutual fund shares to purchase with each monthly contribution, what I have been doing is looking at my current asset allocation each month and buying shares of the asset class I have less of.
Introduction Rajiv Menon is a 44 year old paedtrician who has been investing in different
types of mutual funds since last few months on the basis of advice given by his friends.
Provided informational support from incoming phone calls from brokers or shareholders requesting redemptions, transfers, or reinvestments of dividends on IRA's or other
types of mutual fund accounts.