What are the 4 classes of mutual funds?

What are the 4 classes of mutual funds?

Generally speaking, there are four broad types of mutual funds: those that invest in stocks (equity funds), bonds (fixed-income funds), short-term debt (money market funds) or both stocks and bonds (balanced or hybrid funds). Every mutual fund is designed to spread around risk while capturing wider market gains.

What do classes mean in mutual funds?

Some mutual funds offer investors different types of shares, known as “classes.” Each class invests in the same portfolio of securities and has the same investment objectives and policies. But each class has different shareholder services and/or distribution arrangements with different fees and expenses.

Is Viiix a good investment?

Obviously, what investors are looking for in these funds is strong performance relative to their peers. VIIIX has a 5-year annualized total return of 10.1% and it sits in the top third among its category peers. The fund’s standard deviation over the past 5 years is 11.96% compared to the category average of 8.86%.

What is the difference between Vinix and Viiix?

VIIIX has a higher 5-year return than VINIX (17.34% vs 17.32%). VIIIX has a lower expense ratio than VINIX (0.02% vs 0.04%). Below is the comparison between VIIIX and VINIX….VIIIX vs VINIX.

3-Year Return 18.35% 18.33%
5-Year Return 17.34% 17.32%
10-Year Return 15.34% 15.32%

What is better Class A or Class C shares?

Class A and B shares are aimed at long-term investors, whereas Class C shares are for beginning investors who aim for short-term gains and may have less money to invest. Class C shares, especially those with no load, are the least expensive to purchase, but they will incur higher fees in the long term.

Which investment is best for monthly income?

Best investment options to get a monthly income

  • NBFC Fixed Deposit:
  • Post Office Monthly Income Scheme:
  • Senior Citizen Savings Scheme:
  • Long-term Government Bond:
  • Equity Share Dividend:
  • Annuity:
  • Mutual Fund Monthly Income Plan:

    What is Vanguard Extended Market Index?

    Vanguard Extended Market Index Fund Admiral Shares (VEXAX) The fund invests in about 3,000 stocks, which span many different industries and account for about one-fourth of the market-cap of the U.S. stock market.

    Is Viiix the same as Vtsax?

    VIIIX has a lower 5-year return than VTSAX (17.45% vs 17.49%). VIIIX has a lower expense ratio than VTSAX (0.02% vs 0.04%). Below is the comparison between VIIIX and VTSAX….VIIIX vs VTSAX.

    YTD Return 19.12% 18.30%
    1-Year Return 5.97% 5.82%
    3-Year Return 18.04% 17.99%
    5-Year Return 17.45% 17.49%

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