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Bright Ideas

November 16, 2017

Make it Mutual Episode 1: What are Mutual Funds

Pooled funds? Sounds fun!

Find out why mutual funds are a lot like traveling with friends.

Go to Make It Mutual Lesson 2

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Your investments can shine with the Balanced Fund

Balanced Fund

Horizon: mid-term
  • A mix of bonds and stocks
  • Provides modest returns
  • Has moderate risks
Balanced Fund
Your money works harder with the Bond Fund

Bond Fund

Horizon: short to mid-term
  • Earns modest returns
  • Minimizes risk
  • Ideal for new investors
Bond Fund
Increase the potential earning of your dollar with Dollar Advatange Fund

Dollar Advantage Fund

Horizon: long-term
  • Leverages on your dollars
  • Tap foreign stocks & bonds
  • Get returns in dollars
Dollar Advantage Fund