- 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%
My Photos