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Types of Funds

Annuities
Annuities

Annuities also come with annual charges not found in mutual funds, which will affect your returns. Deferred variable annuities have funds that may have the potential for investment growth. However, this can involve some market risk and could result in losses if the value of the underlying investments falls.

source: fidelity.com
Balanced Funds
Balanced Funds

BREAKING DOWN 'Balanced Fund' Balanced funds are geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts this type of mutual fund invests into each asset class usually must remain within a set minimum and maximum.

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Balanced Funds
Balanced Funds

BREAKING DOWN 'Balanced Fund' Balanced funds are geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts this type of mutual fund invests into each asset class usually must remain within a set minimum and maximum.

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Bank Products
Bank Products

U.S. Bank investments product glossary can help you understand some of today’s most popular investment options.

source: usbank.com
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Bonds
Bonds

For many investors, a bond fund is a more efficient way of investing in bonds than buying individual securities. Bond mutual funds are just like stock mutual funds in that you put your money into a pool with other investors, and a professional invests that pool of money according to what he or she thinks the best opportunities are.

source: fidelity.com
Bonds
Bonds

Every bond fund has a net asset value (NAV), or share price, which is the dollar value of one share of the fund. The NAV is based on the value of all the securities in the portfolio and typically fluctuates daily. Yield. Yield of a bond fund measures the income received from the underlying bonds held by the fund.

source: fidelity.com
image: forbes.com
Cash Equivalent
Cash Equivalent

What are 'Cash Equivalents'. Cash equivalents are investments securities that are for short-term investing, and they have high credit quality and are highly liquid. Cash equivalents, also known as "cash and equivalents," are one of the three main asset classes, along with stocks and bonds.

Cash Equivalent
Cash Equivalent

What are 'Cash Equivalents' Cash equivalents are investments securities that are for short-term investing, and they have high credit quality and are highly liquid. Cash equivalents, also known as "cash and equivalents," are one of the three main asset classes, along with stocks and bonds.

Credit Funds
Credit Funds

Credit Risk. The Fund may invest all or substantially all of its assets in Senior Loans or other securities that are rated below investment grade and unrated Senior Loans deemed by Highland to be of comparable quality.

Debt Funds
Debt Funds

Definition: Debt funds are mutual funds that invest in fixed income securities like bonds and treasury bills. Gilt fund, monthly income plans (MIPs), short term plans (STPs), liquid funds, and fixed maturity plans (FMPs) are some of the investment options in debt funds.

Debt Funds
Debt Funds

Definition: Debt funds are mutual funds that invest in fixed income securities like bonds and treasury bills. Gilt fund, monthly income plans (MIPs), short term plans (STPs), liquid funds, and fixed maturity plans (FMPs) are some of the investment options in debt funds.

Equity Funds
Equity Funds

An equity fund is a type of mutual fund that invests shareholder money in ownership of publicly traded businesses by buying common stock. There are countless types of equity funds to help you meet your investment goals.

Equity Funds
Equity Funds

The Definition: What Is an Equity Fund? An equity fund is a type of mutual fund or private investment fund, such as a hedge fund, that buys ownership in businesses (hence the term "equity") most often in the form of publicly traded common stock.

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Fixed Income Funds
Fixed Income Funds

Municipal fixed income funds hold bonds that are issued by municipalities such as cities and states. Municipal bonds generally receive favorable tax treatment. The interest on most municipal bonds is tax-free at the federal level and is tax-free for investors who buy municipal bonds that are issued within their state of residence.

Fixed Income Funds
Fixed Income Funds

Fixed income is a type of investment in which real return rates or periodic income is received at regular intervals and at reasonably predictable levels. Fixed-income investments can be used to diversify one's portfolio, as they pose less risk than equities and derivative investments.

Fund of Funds
Fund of Funds

A fund of funds (FOF) - also referred to as a multi-manager investment - is an investment strategy in which a fund invests in other types of funds. This strategy invests in a portfolio that contains different underlying assets instead of investing directly in bonds, stocks and other types of securities.

Index Funds
Index Funds

Funds are generally broken down into two categories, index funds and mutual funds. These terms are used colloquially to refer to the underlying objective of a fund. Index funds can be mutual funds or ETFs (exchange-traded funds) that track an index, such as the S&P 500 Index.

source: fool.com
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Index Funds
Index Funds

Funds are generally broken down into two categories, index funds and mutual funds. These terms are used colloquially to refer to the underlying objective of a fund. Index funds can be mutual funds or ETFs (exchange-traded funds) that track an index, such as the S&P 500 Index.

source: fool.com
Investment Funds
Investment Funds

With investment funds, individual investors do not make decisions about how a fund's assets should be invested. They simply choose a fund based on its goals, risk, fees and other factors. A fund manager oversees the fund and decides which securities it should hold, in what quantities and when the securities should be bought and sold.

Money Market Funds
Money Market Funds

A money market fund is a type of fixed income mutual fund that invests in debt securities characterized by their short maturities and minimal credit risk. Money market mutual funds are among the lowest-volatility types of investments.

source: fidelity.com
Money Market Funds
Money Market Funds

A money market fund is a type of mutual fund that invests in short-term debt instruments and is considered low-risk. A money market fund is a type of mutual fund that invests in short-term debt instruments and is considered low-risk.

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Money Market Funds/Liquid Funds
Money Market Funds/Liquid Funds

A money market mutual fund is a type of fixed income mutual fund that invests in debt securities characterized by their short maturities and minimal credit risk. Money market mutual funds are among the lowest-volatility types of investments.

source: fidelity.com
Money Market Funds/Liquid Funds
Money Market Funds/Liquid Funds

Money market funds are fixed income mutual funds that invest in debt securities characterized by short maturities and minimal credit risk. Money market mutual funds are among the lowest-volatility types of investments. Income generated by a money market fund is either taxable or tax-exempt, depending on the types of securities the fund invests in.

source: fidelity.com
Options
Options

A type of mutual fund with the goal to generate current income for its investors from the premium it earns by selling option contracts. The profits investors earn on the options are taxed as ordinary income, not as dividends, so option income funds are best held in tax-advantaged accounts.

Retirement
Retirement

Find the top rated Target-Date Retirement mutual funds. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you.

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Saving for College
Saving for College

A 529 plan is a versatile savings account offering federal, and sometimes state, tax benefits, while minimizing impact on financial aid. These plans are operated by a state or educational institution, and are designed to help families set aside funds for future college and K-12 education costs.

Specialty Funds
Specialty Funds

“ My hedge fund manager is setting up a specialty fund to invest in Russian sugar confectioners and asked me if I would like to invest. Was this Helpful? YES NO 10 people found this helpful.

Stocks
Stocks

Mutual Funds Rankings Investing Finding the right investment depends on your needs. Our Best Stocks rankings and research products provide helpful tools to compare individual companies to both the market and their peers. For fund investors, see our rankings of more than 4,500 mutual funds based on the opinion of trusted analysts, or use our Best Fit ETF ranking to find the right exchange-traded fund for any part of your portfolio.

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Stocks
Stocks

Mutual Funds Rankings Investing Finding the right investment depends on your needs. Our Best Stocks rankings and research products provide helpful tools to compare individual companies to both the market and their peers.

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