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  • Government Money Fund – Yield = 2.0%, Return 5 year = .61%
  •  Balanced Fund (stock,bonds,Money Market) – Lower Risk Lower return
  • (Growth) Blue Chip Growth – Return 5 year = 14.92%
  • Capital Opportunity – Return 5 year = 11.64%
  • (Growth) Communications and Technology – 5 year Return 5 year 14.09
  • Corporate Income Domestic Bond – Highest yield most risk vs gov bonds
  • (Growth & Security)Diversified Mid Cap Growth –  5 year return = 12.57 Broadly diversified
  • Dividend Growth – 5 year return 11.29%, Dividends full exposure to stock market
  • Equity Income – 5 year return = 8.04% large cap stocks undervalued
  • Equity Index Fund – replicate S&P Index, 5 Year return 8.5%, can be volatile
  • Extended Equity Market Index Fund – Small and Mid Cap US stocks index fund. 5 Year return = 7.62%
  • Financial Services Domestic Stock Fund – 5 year return = 12.58%
  • Floating Rate Fund (debt and bond investment) The biggest advantage of a floating rate fund is its lower degree of sensitivity to changes in interest rates, compared with a fund or instrument with a fixed payment rate or fixed bond coupon rate. Floating rate funds appeal to investors when interest rates are rising since the fund will yield a higher level of interest or coupon payments. When rates rise, bond prices fall. Red Flag RISK
  • (Savings??)GNMA Bond Fund – (Government National Mortage Association) Ginnie Mae,
  • Growth % Income 5 year = 10.71%, IT 22%