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:
|
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.
