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10 Cards in this Set

  • Front
  • Back

Balanced Fund

A mutual fund that invests in a mixture of stocks and bonds minimize risk

Growth Fund

A mutual fund whose investment goal is to buy stocks that will increase in value over time

Bond Mutual Fund

A mutual fund that invests in bonds to try to achieve stable income with minimal risk

Index Funds

A mutual fund that tries to match the performance of a particular securities index by investing in the companies included in that index

Net asset Value

The market value of the securities that a mutual fund has purchases minus any liabilities owed

Stock Mutual Fund

Mutual funds that sell shares to individuals and invest the proceeds in stocks

Global Fund

A mutual fund that purchases international stocks and bonds as well as U.S Securities

Real Estate

Land and any thin permanently affixed to the land

Prospectus

A legal document that offers securities or mutual fund shares for sale

Load

A sales fee paid when purchasing a mutual fund through a broker.