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23 Cards in this Set
- Front
- Back
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This fund does not seek to provide current income. The fund invests primarily in companies of less than $2.5 billion nte worth that appear to offer the highest likelihood of significant long-term appreciation.
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Capital Apreciation Fund
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This fund attempts to isolate the future market leaders for invetment.
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High Technology Sector Fund
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Seeks maximum current tax-free income
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Tax-Free municipal Bond Fund
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Diversification keeps this funds volatility down.
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Growth and Income Fund
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Allows the manager to select investments of stocks, bonds, and short-term insturments according to its projections of future market conditions.
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Asset Allocation Fund
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This funds performance historically has been marked by moderate volatility.
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Capital Apreciation Fund
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This type of fund invests in common stock and preferred stock from companies historically paying high current dividends.
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Equity Income Fund
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This type of fund invest in high-quality municipal debt.
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Tax-Free municipal Bond Fund
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This fund seeks to maximize safety of principal, while providing current income.
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Government Income Fund
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Attempt to mirror the results of an index such as the Standard & Poor's 500 Index.
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Stock Index Fund
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This type of fund invests in stocks outside the US.
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Overseas Equity Fund
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Seeks current income primarily with a secondary objective to provide capital growht to reduce inflationary risk
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Equity Income Fund
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The income received is federally tax-free but is subject to state and local taxes.
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Tax-Free municipal Bond Fund
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The fund is tax-efficint since very few capital evnets are generated.
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Stock Index Fund
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This type of fund has produced consitednt returns over time, in part, due to its high level of diversification
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Asset Allocation Fund
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Is subject to currency risk. Seeks capital appreciation
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Overseas Equity Fund
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This fund seeks current income and long-term growht, but strives to preserve capital. Historicaly underperforms bull markets but remains relatively stable in bear markets.
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Balanced Fund
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This fund seeks to maximinze current income, but provides safety of principal along with capital growth.
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Growth and Income Fund
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This type of fund invests in common and preferred stock and high-yield bonds.
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Growth and Income Fund
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This type of fund will nvest in each of the 500 stocks and keep the turnover of these stocks (and borkerage expenses) low.
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Stock Index Fund
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Seeks maximum capital apprciation by investing in computers, semiconductors, and robotic manutacturers, both domestick and internationally.
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High Technology Sector Fund
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This type of fund invests 60% in equities and 40% in debt instruments
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Balanced Fund
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This type of fund offers a higher yield than money-market funds and short-term debt instruments.
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Government Income Fund
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