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Selecting Funds for Your Portfolio
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, keeping in mind you'll probably want to have a mix
of these investments.
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If Your Objective Is
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You Want The Following Fund Type
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These Funds Invest Primarily In
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Potential Capital Appreciation
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Potential Current Income
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Potential Risk
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Maximum Growth
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Growth
International
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Common stocks with potential for rapid growth. May employ certain aggressive strategies.
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High
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Very Low
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High to Very High
|
|
High Growth
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Growth
Specialty/
Sector
International
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Common stocks with long-term growth potential
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High
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Very Low
|
High
|
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Current Income & Growth
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Value
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Common stocks with potential for dividends and capital appreciation
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Moderate
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Moderate
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Moderate to High
|
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Current Income
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Bond
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Dividend-paying bonds
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Very Low
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High
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Low to Moderate
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Current Income & Protection of Principal
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Taxable Money Market
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Money market instruments
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None
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Moderate to High
|
Low
|
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Tax-Free Income & Protection of Principal
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Tax-Free Money Market
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Short-term municipal notes and bonds
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None
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Moderate to High
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Low
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Your Assets Main Next Page
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