Mutual Funds

We as a mutual fund company pool money from investors and invests the same in securities such as stocks, bonds, and short-term debt even offering combined holdings of the mutual fund are known as portfolio with Each share representing an investor’s part ownership in the fund and the income it generates. Our mutual fund policy fall into four main categories – money market funds, bond funds, stock funds, and target date funds with Each type has different features, risks, and rewards.

  • Money Market Funds : They have relatively low risk. The investment is bound to certain norms of the federal state government pertaining to high-quality & short-term investment.

  • Bond Funds : They typically aim at producing high returns with a much higher risks than the money market funds. Depending on the type of bond, the risk and rewards are subjective.

  • Stock Funds : These are the funds invested in corporate stocks. Some examples are income funds, index funds, sector funds, growth funds.

  • Target Date Funds : It’s the hold a mix of stocks, bonds, and other investments. With time, the mix gradually shifts according to the fund’s strategy and is mostly constructed for individuals with particular retirement dates.