UNIT 5: Investing Part 5: Mutual Funds Dollars & Sense.

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UNIT 5: Investing Part 5: Mutual Funds Dollars & Sense

Mutual Fund Mutual Funds:Are a collection of stock funds set up and managed by investment companies Multiple investors deposit money into account Account Managers then purchase a wide variety of stocks and bonds. Stocks

Ownership Mutual Fund investors own shares of the FUND itself, not individual stocks Part of the dividend received from the fund, is used to pay for operating expenses

Types of Funds Growth - Designed to build wealth over time Blend Funds-Combination of Growth and Value Value Funds-prices are low relative to the company's earnings, dividends Income-invest in interest-paying bonds and, to a limited extent, dividend-paying stocks

Types of Funds

Within Each Category of Fund, investment companies offer many options of individual Mutual Funds to purchase Each has their own Risk/potential profit scale.

Types of Funds Putnam Investments... Growth Fund options

Sample Funds Health Sciences Trust -The fund seeks to capitalize on the strength and diversity of companies within the health-care sector. The fund seeks companies that offer strong long- term growth prospects, regardless of their size. Holdings encompass an array of industries, including pharmaceuticals, health-care services, and biotechnology. OTC & Emerging Growth Fund -The fund targets small and midsize companies believed to have exceptionally strong growth potential. Its portfolio may include stocks that are traded in the over-the-counter market (OTC) and stocks of emerging-growth companies listed on securities exchanges. The fund's focus on rapidly growing small and midsize companies makes it Putnam's most aggressive growth product.

Savings Bond Webquest Your task is to examine a mutual fund sold by Charles Schwab Download the Mutual Fund Web Quest.doc from the class website. Save to your H:// drive, complete and to Mr. Farrar.