Investment Objective - Chapter 2

Capital gains with high risk

Often purchased to diversify a portfolio

Purchase variety of assets to achieve capital gains, income, diversification

Wishes to invest in medical technology

Invests in other mutual funds

Liquidity with low risk

Seek investments in undervalued companies

Income with low risk

Desires capital growth with minimal risk

Wishes to diversify securities and is conservative

Possibly enhanced growth and high risk

May invest in growth stocks and value stocks

Growth but low risk

Tax-free income

Capital gains with income and lower risk

Wishes to maximize capital gains quickly with high risk tolerance

Capital gains with income and lower risk

Mimic stock market indexes to achieve performance to the market overall

Capital Gains and low risk

Safety of principal with yields slightly higher than government bond fund