Selecting Mutual Funds for
Your Investment Portfolio

Use the chart below to identify the types of mutual funds best suited to your particular investment objectives and  keep on refering to it as you formulate your investment portfolio:

 

If Your Basic Objective Is:	You Want the Following Fund Type:	Funds Invest Primarily In:	Potential Capital Appre-ciation:	Potential Current Income:	Potential Risk:
Maximum Capital Growth	Aggressive Growth Int/national	Common stocks with potential for very rapid growth. May employ certain aggressive strategies	Very High	Very Low	High to Very High
High Capital Growth	Growth Specialty/  Sector Int/national	Common stocks with long-term growth potential	High to Very High	Very Low	High
Current Income & Capital Growth	Growth & Income	Common stocks with potential for high dividends and capital appreciation	Moderate	Moderate	Moderate to High
High Current Income	Fixed Income Equity Income	Both high-dividend- paying stocks and bonds	Very Low	High to Very High	Low to Moderate
Current Income & Protection of Principal	General Money Market Funds	Money market instruments	None	Moderate to High	Very Low
Tax-Free Income & Protection of Principal	Tax Exempt Money Market	Short-term municipal notes and bonds	None	Moderate to High	Low
Current Income & Maximum Safety of Principal	U.S. Gov/ment Money Market	U.S.Treasury and agency issues guaranteed by the U.S. Government	None	Moderate to High	Low
Tax-Exempt Income	Municipal Bonds Double & Triple Tax-Exempt	A broad range of municipal bonds	Low to Moderate	Moderate to High	Low to Moderate

Types of Mutual Funds