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Summary of Conservative Mutual Funds

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Summary of Conservative Mutual Funds

Picking the right mix for your portfolio depends on your tolerance for risk and your investment goals. If you are risk averse, you may be interested in a conservative mutual fund. The percentage of investments a mutual fund places in each type of asset class (stocks, bonds, and/or cash equivalents) plays a large role in determining whether a fund is conservative. Take a look at a fund’s prospectus carefully to see whether its objectives and asset class allocation match your investment goals.

What you have learned

  1. Conservative Mutual Funds
  2. Conservative Mutual Fund Policies
  3. Identifying Conservative Mutual Funds
  4. Who Invests in Conservative Mutual Funds?

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