Mutual Fund Categories

On 09/09/2010, in Mutual Funds, by Jordan Wilson

Today we will define a few common fund investment styles.

Later, we will review the risk-return profiles and investment uses for each category.

I have previously written about some of the asset classes listed below, so please refer to my earlier posts for greater detail on a specific style.

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Money Market Instruments

On 07/16/2010, in Cash, Fixed Income, by Jordan Wilson

What is a fixed income security?

The key is in the very name of the asset class.

In general, investments in this asset class provide a known stream of fixed income over the life of the investment. At the end of the asset’s life, the original capital is repaid in full to the investor by the entity borrowing the funds.

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