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24 Cards in this Set
- Front
- Back
Growth funds invests in... objective... |
objective generate capital gains |
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Conservative/Blue-chip funds invests in... objective... |
invests in establish/more recognized companies objective growth with less risk |
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risk... |
high risk |
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Mid-cap funds risk.. |
less agressive |
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Income funds invests in... objective... |
invests in companies with long history of giving dividends objective...income |
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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 |
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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 |
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SPECIALIZED/ SECTOR FUNDS invests in... objective... |
invests in..25% IN SPECIALTIES. objective...HIGH APPRECIATION |
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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 |
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SPECIAL SITUATION FUNDS invests in... objective... |
invests in...COMPANIES THAT HAVE CHANGE GOING ON IN THIER COMPANY OR ECONOMY objective...GAIN FROM THEIR CHANGES |
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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 |
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FORIEGN STOCK FUNDS
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invests MOSTLY IN companies outside the US. objective...long term capital appreciation |
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International funds invests in... objective... |
invests ONLY IN companies outside the US. objective...capital appreciation |
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Global funds invests in... |
invests in BOTH US and foreign companies |
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Balanced Funds
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invest in stocks for appreciation and bonds for income |
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Asset allocation funds |
% will rotate |
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credit risk |
Higher credit risk |
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high-yield bond fund
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speculative investments |
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Tax exempt |
invests in..municipal bonds/notes. objective...tax free investment |
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US government funds invests in... objective... |
invests in...securities issued by the US Treasury & US gov agencies objective...current income & max safety |
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beta |
measuring the volatility of a security or portfolio in comparison to the market |
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means____ to the market |
with the market |
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beta greater than 1 means____ to the market |
more volatile than the market |
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Beta less than 1 means____ to the market |
less volatile than the market |