Bob Brinker's Marketimer

  Monday November 20, 2017

Next Marketimer © Mailing Date: November 6th


© 1997-2017
Privacy Policy

Hosted by:
@ ADPAD INC.




THE FUND'S OBJECTIVES
Learn even more about this topic with the Encyclopedia of Personal Finance™

The investment objectives of the fund are stated in their own section. The title of the section may be "Investment Objectives" or "Investment Policies" or something similar. The section outlines the fund's investment philosophy and strategies so that investors know what a fund is seeking and how it intends to achieve it. The section on objectives tells you what the fund is seeking to obtain for its shareholders. For example, the objective of an income fund may state, "The XYZ Bond Income Fund seeks a high level of current income with a low degree of share-price fluctuation."

The example objective above tells investors these two things:

? The level of income the fund seeks (high, moderate, or low)

? How stable it wants its shares to stay

Understanding the fund's objectives will help you determine whether a particular fund fits with your investment strategy.

Our next discussion looks at the section of the prospectus that tells you who is involved in the handling of your money.




LEARN EVEN MORE WITH THE ENCYCLOPEDIA OF PERSONAL FINANCE. CLICK HERE!

Powered by


Copyright ©1999-2017, Precision Information, LLC. All Rights Reserved