Page 138 - FlipBook BACK FROM SARAN - MAY 5 2020 - Don't Make Me Say I Told You So_6.14x9.21_v9_Neat

124 Don’t Make Me Say I Told You So

► Growth and Income: Seek to achieve balance between
portfolio growth and steady income.

► Growth: Concentrates on increasing portfolio value.

► Aggressive Growth: Aims for a strong increase in
portfolio value.

There are many mutual fund categories in which to invest to
try to meet those objectives:

Mutual Fund Investment Categories

Domestic-stock funds Taxable-bond funds Money market funds

Large-/Mid-/Small-cap Domestic/International
Growth/Blend/Value Corporate/Government
Specialty Short-/Intermediate-/Long-term
Target Date High/Medium/Low quality

International-stock Municipal-bond funds
funds
Single state/National
Foreign
Short-/Intermediate-/Long-term
World
Regional
Emerging market

Different categories of mutual funds offer the chance for low,
medium, and high returns. Generally, the higher the potential

for greater returns, the higher the volatility.

Chapter 3: You Must Have Growth In Your Portfolio