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UNIT 5: Investing Part 5: Mutual Funds

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.

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UNIT 5: Investing Part 5: Mutual Funds

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  1. UNIT 5: InvestingPart 5: Mutual Funds Dollars & Sense

  2. Mutual Fund • Mutual Funds:Area 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

  3. 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

  4. 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

  5. Types of Funds

  6. 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.

  7. Types of Funds • Putnam Investments... Growth Fund options

  8. 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.

  9. 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 email to Mr. Farrar.

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