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Common types of mutual funds

Stock or Equity Funds Balanced Funds (Stocks or Bonds) Bond Funds

Categorized by objective:

  • Aggressive growth
  • Growth
  • Value
  • Blend / core (growth + value)

Categorized by size (capitalization) of companies invested in:

  • Large cap
  • Midcap
  • Small cap
  • Microcap

Other types:

  • Index
  • International (global, foreign, emerging market, single country or geographic region)
  • Nondiversified (focused)
  • Sector
  • Inverse
  • Socially responsible
  • Tax-efficient
  • Growth and income/equity-income
  • Asset allocation
  • Lifecycle/target date
  • Income replacement/distribution
  • Fund of funds
By Issuer:
  • Government (federal)
  • Municipal (state and local government)
  • Corporate (investment grade)
By duration:
  • Short-term
  • Intermediate
  • Long-term
By focus:
  • High yield (junk)
  • TIPS

Before investing in a mutual fund, carefully consider its investment objectives, risks, fees, and expenses, which can be found in the prospectus available from the fund. Read it carefully before investing.