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UNDERSTANDING MUTUAL FUNDS |
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Types of Mutual Funds
Mutual fund investors today can build diversified portfolios with investments that complement their individual profiles and objectives.
Equity Funds With equity, or stock, funds, investors gain the opportunity to experience the growth and diversity of the U.S. economy by investing in Shares of U.S. companies. Offering a range of funds that span from relatively stable dividend funds to more volatile sector funds, equity funds are ideal for investors looking to participate in the stock market for potential growth over the long-term.
Tamarack Microcap Value Fund Tamarack SMID Cap Growth Fund Tamarack Enterprise Fund Tamarack Small Cap Core Fund Tamarack Mid Cap Growth Fund Tamarack Large Cap Growth Fund Tamarack Value Fund
Fixed Income Funds By investing in fixed income securities such as mortgages, bonds and preferred Shares, fixed income funds offer regular cash flow while working to preserve capital. These funds typically distribute interest income and provide potential for capital gains. Fixed income funds may also be used as a way to diversify an investment portfolio.
Tamarack Quality Income Fund Tamarack Tax-Free Income Fund
Money Market Funds These types of funds invest primarily in U.S. Treasury Bills and other high quality, low risk short-term investments. Offering stability and minimal risk, money market funds deliver returns in the form of regular monthly distributions that are typically better than those of a traditional interest-paying bank account. Investors looking to meet short-term goals or to access funds in case of emergency often choose money market funds as an investment solution.
Tamarack Prime Money Market Fund
To learn more about individual Tamarack Funds and the potential for each to help you meet your investment objectives, talk to your financial advisor or review our Fund Overviews. If you are ready to invest now, contact your financial advisor, or call 800.422.2766 .
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