Best conservative bond funds
[DOC File]The Captive Investors Fund
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The Fund’s primary objective is the preservation of capital with a competitive investment return. Since inception, the annual return has averaged 5.9%. This compares favorably to 3.8% earned by intermediate investment grade bond funds …
[DOC File]Choosing Socially Responsible Funds - bivio
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, and Shepherd Values funds serve conservative Christians. The majority of religious funds avoid alcohol, gambling, and pornography stocks, but their screens vary widely in other ways. For example, because of an Islamic principle against usury, the Amana funds …
[DOC File]Bear-Proofing Your Portfolio
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Junk-bond funds have wandered all over the map, posting gains in the early bear markets but collapsing in 1990 as the economy weakened. Gold has also been on a pendulum: Anyone who came out of the …
Chapter 3
conservative bond fund. income fund. money market mutual fund. (d, easy) 17. Which of the following is true regarding value funds and growth funds? a. Value funds seek stocks that are cheap by fundamental standards while growth funds seek stocks with high current earnings. b. Growth funds typically outperform value funds.
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