Types of Mutual Funds

A stock fund that invests in companies that would be considered undervalued

• Value Fund

• Growth Fund

• Income Fund

• Index Fund

This type of fund focuses on mostly stocks that pay a dividend

• Growth Fund

• Income Fund

• Index Fund

• Passively Managed Fund

This type of fund typically has assets that are not traded or turned over frequently and low expenses, an example of the this type of fund is an Index Fund.

• Specialty Fund

• Actively Managed Fund

• Passively Managed Fund

• International Fund

A fund that has fund managers who trade the stocks within the fund on a regular basis, the managers are attempting to outperform the market.

• Passively Managed Fund

• Actively Managed Fund

• Benchmark Fund

• Money Market Fund

These funds are looking for high capital gains potential and are invested mostly in small cap companies

• Income Fund

• Money Market Fund

• Aggressive Growth

• None of these

These funds are mostly invested in debt instruments and securities such as Treasury Bills, Treasury Notes, and Corporate Bonds

• Bond Fund

• Stock Fund

• Municipal Fund

• Equity Fund

The Schwab S&P 500 Fund is an example of a.....

• Sector Fund

• Specialty Fund

• Index Fund

• International Fund

The Fidelity Select Energy Portfolio Fund is an example of a.....

• International Fund

• Bond Fund

• Sector Fund

• None of these

This type of fund has a very specific objective and would be invested in both Stock and Bonds

• Stock Fund

• Balanced Fund

• Passively Managed Fund

• Index Fund

This type of fund is often used in a fund allocation to offset poor returns in the US (domestic) markets.

• Index Fund

• Money Market Fund

• International Fund

• Sector Fund