The term “Investment Objective” simple talks about the entire goal of a mutual fund and its shareholders.
This goal might be an income goal for the year, growth goal for the year, tax-free income for the year etc.
Investments + Books
The term “Investment Objective” simple talks about the entire goal of a mutual fund and its shareholders.
This goal might be an income goal for the year, growth goal for the year, tax-free income for the year etc.
The term “Investment Grade Bonds” is pretty simple and it for the most part talks about a bond which is generally considered suitable for purchase by prudent investors.
The term “Investment Advisor” simply talks about an organization employed by a mutual fund to give professional advice on the fund’s investments and even an asset management practices.
The term “Interest-Rate Risk” may seem very tricky and advanced for some people but fear not.
The term “Interest-Rate Risk” simply means the possibility of a reduction in the value of an investment which will result from a rise in interest rates.
The investment in this context is mostly a bond or a security of some sort.
The term “Inflation” became very popular since the pandemic started but I ran across people who don’t really know what this term means so that’s why we are here to talk about what really “Inflation” means.
The true meaning of Inflation is the rise in the prices of goods and services which is often equated with the loss of purchasing power.
The term “Redemption” in the investment world simply means a sale of mutual fund shares by a shareholder who is you.
The term “Risk tolerance” in the investment world simply means a degree to which you can tolerate volatility in your investment values.
This term “Sector” in the investment world simply means a group of similar securities.
The term “Sector breakdown” in the investment world simply means a breakdown of securities in your portfolio by industry categories.
The term “Share” in the investment world simply means a a unit of ownership in an investment.
This investment can be a stock, bond or a mutual fund.