November 15, 2017
Make it Mutual Episode 2: Choosing the right fund
Conservative. Moderate. Aggressive. Sometimes you gotta mix it up.
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Balanced Fund
Horizon: mid-term
- A mix of bonds and stocks
- Provides modest returns
- Has moderate risks
Bond Fund
Horizon: short to mid-term
- Earns modest returns
- Minimizes risk
- Ideal for new investors
Dollar Advantage Fund
Horizon: long-term
- Leverages on your dollars
- Tap foreign stocks & bonds
- Get returns in dollars