Types of Mutual Funds
Mutual Fund Bullet Tour Page 9The various types of mutual funds cover all of the classes of publicly traded assets worldwide. Thus, mutual funds provide a total solution to the needs of individual investors.Mutual funds are classified by the following criteria: - Type of Securities (stocks, bonds, etc.)
- Management Style (value, growth, blend, aggressive growth)
- Average or Median Market Capitalization (i.e., size of the companies invested in)
- Credit Quality (bonds)
- Average Duration or Maturity (bonds)
- Size of Fund (measured in dollars invested)
- Industry
- Industry Sector
- Geography (U.S., world, international, regional)
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