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24 Cards in this Set

  • Front
  • Back

Growth funds


invests in...


objective...


invest in stocks


objective generate capital gains

Conservative/Blue-chip funds


invests in...


objective...



invests in establish/more recognized companies


objective growth with less risk


Small-cap funds


risk...


high risk

Mid-cap funds


risk..


moderate


less agressive

Income funds


invests in...


objective...



invests in companies with long history of giving dividends




objective...income


Options income fund


invests in...


objective...




invests in..securities that options can be written and earn premium income


.


objective...increase total return by adding income from options

Growth and income funds


invests in...


objective...




invests in...companies paying high dividends/companies w/long history of giving dividends


objective...long term growth potential & income

SPECIALIZED/ SECTOR FUNDS


invests in...


objective...




invests in..25% IN SPECIALTIES.


objective...HIGH APPRECIATION

BLEND/CORE FUNDS


invests in...


objective...




invests in...DIFFERENT CLASSED STOCK




objective...DIVERSIFY EQUITY HOLDINGS/MAX GROWTH RETURNS AND ONLY HAVE 1 FUND DOING IT

SPECIAL SITUATION FUNDS


invests in...


objective...




invests in...COMPANIES THAT HAVE CHANGE GOING ON IN THIER COMPANY OR ECONOMY


objective...GAIN FROM THEIR CHANGES

INDEX FUNDS


invests in...


objective...




invests in..SECURITIES THAT MIRROR AN INDEX.


objective...GET THE SAME RETURN AS THE INDEX 'BENCHMARK' WHEN CLIENTS DONT TRUST A MANAGED FUND

FORIEGN STOCK FUNDS

invests MOSTLY IN companies outside the US.


objective...long term capital appreciation

International funds


invests in...


objective...




invests ONLY IN companies outside the US.


objective...capital appreciation

Global funds


invests in...


invests in BOTH US and foreign companies

Balanced Funds

invest in stocks for appreciation and bonds for income

Asset allocation funds


split btwn stock for growth, bonds for income, money market or cash for stability




% will rotate


Corporate bond funds


credit risk


Higher credit risk
high-yield bond fund


highest risk


speculative investments


Tax exempt

invests in..municipal bonds/notes.


objective...tax free investment

US government funds


invests in...


objective...




invests in...securities issued by the US Treasury & US gov agencies




objective...current income & max safety


beta

measuring the volatility of a security or portfolio in comparison to the market


beta 1


means____ to the market


with the market

beta greater than 1


means____ to the market




more volatile than the market

Beta less than 1


means____ to the market




less volatile than the market