The chart below can be used to identify the types of funds best suited
to your particular investment objectives. Refer to it as you begin to
formulate your portfolio.
|
If Your Basic Objective Is
|
You Want The Following Fund Type
|
These Funds Invest Primarily In
|
Potential Capital Appreciation
|
Potential Current Income
|
Potential Risk
|
|
Maximum Capital Growth
|
Aggressive Growth
International
|
Common stocks with potential for very rapid growth. May employ certain aggressive strategies
|
Very High
|
Very Low
|
High to Very High
|
|
High Capital Growth
|
Growth
Specialty/
Sector
International
|
Common stocks with long-term growth potential
|
High to Very High
|
Very Low
|
High
|
|
Current Income & Capital Growth
|
Growth & Income
|
Common stocks with potential for high dividends and capital appreciation
|
Moderate
|
Moderate
|
Moderate to High
|
|
High Current Income
|
Fixed Income
Equity Income
|
Both high-dividend-
paying stocks and bonds
|
Very Low
|
High to Very High
|
Low to Moderate
|
|
Current Income & Protection of Principal
|
General Money Market Funds
|
Money market instruments
|
None
|
Moderate to High
|
Very Low
|
|
Tax-Free Income & Protection of Principal
|
Tax-Exempt Money Market
|
Short-term municipal notes and bonds
|
None
|
Moderate to High
|
Low
|
|
Current Income & Maximum Safety of Principal
|
U.S.
Government Money Market
|
U.S.Treasury and agency issues guaranteed by the U.S. Government
|
None
|
Moderate to High
|
Low
|
|
Tax-Exempt Income
|
Municipal Bonds
Double & Triple Tax-Exempt
|
A broad range of municipal bonds
|
Low to Moderate
|
Moderate to High
|
Low to Moderate
|
