The result desired by an investor or mutual fund, such as current income or capital appreciation. also called objective.
The desired goal or outcome of an investment strategy (e.g. long-term growth and safety of capital).
The result that portfolio management hopes to achieve for investors of a mutual fund by using a stated investment strategy. (Ex: The ABC Fund seeks to achieve long-term capital appreciation through investment in U.S. common stocks.)----------[ Back
Fund managers set financial goals, such as long-term growth or current income.
same as objective
An investment objective is a financial goal that helps determine the type of investments you make. For example, if you want to provide a source of regular income, you might select a portfolio of high-rated bonds and dividend-paying shares.
The declared purpose of investment of a mutual fund scheme
The goal that an investor and mutual fund pursue together (e.g., current income, long-term capital growth, etc.).
The goal - such as growth, capital appreciation, or income - that an investor pursues. *Collective investment schemes also have investment objectives which are stated in the *prospectus. The investment objective often determines the type of *securities in which the fund invests, the result expected and the level of risk with which it is associated.
The stated goal of an investor or of a mutual fund. Investors try to match their own objectives for growth and/or income with funds that have similar objectives.
The goal, such as long-term capital growth, current income, growth and income, which an investor or a mutual fund/unit trust pursues. Each fund's objective is stated in its prospectus.
Strategy which an investor will pursue to reach a defined goal or common investment purpose pursued by a mutual fund.
The objective of the fund as stated in the prospectus.
The financial objective of an investor.
The goal that an investor and a mutual fund seek together. Examples include current income, long-term capital growth, etc.
The goal of a mutual funds investment strategy as stated in the prospectus. Liquidity: The ability to cash in all or part of your mutual fund shares on any business day prior to market close and receive the current value. The value fluctuates daily and may be more or less than your original cost.
The financial goal (long term growth, current income, etc) that an investor or a fund pursues
Investment Objective is determined by your financial goals, time horizon, level of investment risk, and tax considerations. Once identified, your investment objective becomes a long-term action plan that includes a target mix of equities, bonds, and other securities.
An investor's financial goal, such as long-term capital growth or current income. Investors' objectives, combined with their risk profiles, help them narrow their search for investment vehicles appropriate for their particular needs.
The financial goal that an investor or a mutual fund pursues. A growth fund, for example, typically seeks to provide growth of capital.
A fund's investment goal. For example, a growth fund typically has an investment objective of providing long-term growth of capital.
A fund's (or investor's) goal. Investment strategies can be designed to generate long-term growth, current income, or other goals.
The return that Investment Managers, Trustees, individuals and others aim to achieve through investing their portfolios.
The category in which a fund is placed based on its investment objective and policies as set forth in the fund's prospectus.
General description of the mutual fund's desired investment result and type of securities in which the fund invests.
In mutual fund investing, the stated goal (e.g. income, capital appreciation, growth and income) for the investment that the portfolio manager is obligated to attempt to pursue.
The goal, (e.g., long-term capital growth, current income, etc.) which an investor of a mutual fund pursues.
The goal of a mutual fund and its shareholders, e.g. growth, growth and income, income, and tax-free income. junk bond: A low-rated bond, offering higher interest rates and higher risk, that may be most appropriate for aggressive bond investors. Keogh (HR 10) Plan: A tax-deferred pension account designed for employees of unincorporated business or persons who are self-employed. Eligible people can contribute up to 25% of earned income, up to a maximum of $30,000. . large-cap: See capitalization.
Description, included in a fund prospectus, of what a mutual fund hopes to accomplish.
The financial goal pursued by an investor or a mutual fund.
The outcome desired by an investor or a mutual fund. For example, "current income" or "capital appreciationâ€ are types of investment objectives. General description of the fund's investment objectives and type of securities the fund invests in.
The stated goal of a mutual fund. It helps determine the types of securities in which a portfolio invests, the expected returns, and the level of risk.
The goal which a product pursues. There is no assurance that the product's investment objective will be achieved.
The goal an investor or a fund seeks to accomplish. Investment objectives include current income, capital appreciation, or a combination of the two.
The goal (e.g., current income, long-term capital growth, etc.) that a mutual fund pursues on behalf of its investors.
Indicates a particular fund's investment goals, based on the wording in the fund's prospectus.
IBC's money fund report average Income beneficiary
The identified or stated goal - such as growth, capital appreciation or income - that an investor or mutual fund pursues. In the case of a mutual fund, the investment objective is explained in the prospectus.
A stated financial strategy or goal followed by a mutual fund. Leverage The use of borrowed money to enhance future returns (adds more risk).
An individual’s investment goal based on his or her time horizon and risk tolerance.
A financial goal a client hopes to achieve through investing. Common investment objectives include: Preservation of Capital, Income, Growth and Income, Growth and Aggressive Growth.
The aim of a fund manager when determining which securities to acquire for a certain fund
States the aims of a given fund and the type of assets in which it invests to look to achieve those aims.
The goal of a mutual funds investment strategy as stated in the prospectus. Also a stated goal and reason for owning investments.