Allocation Funds
Balanced fund, endowment fund, guaranteed investment fund, hybrid fund, life-cycle fund, and target-date fund terms.
Fund mandate terms for equity, bond, income, balanced, lifecycle, global, and specialty investment funds.
Fund Types and Investment Mandates terms classify funds by investment mandate, asset class, style, geography, lifecycle design, income goal, or risk profile.
Use this branch when the fund type determines what the portfolio may own, how it seeks return, what benchmark fits, and which risks investors accept.
| Area | Use it for |
|---|---|
| Allocation, Hybrid, and Lifecycle Funds | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Equity, Growth, and Style Funds | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Fixed-Income, Income, and Stable-Value Funds | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Global, Emerging, and Foreign-Holding Funds | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
Check asset allocation, eligible holdings, benchmark, geographic exposure, credit quality, duration, style, derivatives use, concentration, turnover, and stated investment objective.
This page is educational and does not recommend a specific fund, security, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Balanced fund, endowment fund, guaranteed investment fund, hybrid fund, life-cycle fund, and target-date fund terms.
Aggressive growth, common stock, equity, growth, growth-and-income, mid-cap, small-cap, value, and vice-fund terms.
Asset-backed, bond, debt, floating-rate, income, inflation-indexed, stable-value, and yield-tilt fund terms.
Emerging market, global, international, and foreign-holding fund terms.