Presentation Transcript

1. Balanced Mutual Funds

   By Joshua Kaahanui
2. Mutual Funds An investment vehicle made from funds from investors Uses investors money to make growth/income investments in securities Balanced funds produce income like investing in bonds and CDs and produce in growth like stocks and real estate
3. Limitations & Investors Mutual funds are professionally managed so you do not have any control in how the money in the mutual funds are invested No way of influencing what investments are bought and sold by the money manager Type of Investor The type of investor that would use this fund would be a conservative investor because using mutual funds is an affordable way to own shares of many stocks
4. How you make money Making money in mutual funds depends on the type of fund you own If the fund you invested in focused abound bonds, you are making money through interest income If real estate is what you invested in than you make money from rents, property appreciation or profits from business organizations
5. You can invest in any amount you want in mutual funds A good start could be around $250
6. The risks of mutual funds determines on the types or amounts of items you invest in If a person invests in stocks it would be riskier than investing in bonds