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aggressive growth stock mutual fund

mutual fund that seeks to provide maximum long-term capital growth from stocks of promarily smaller companies or narrow market segments


payment received every year


a certificate of debt (usually interest-bearing or discounted) that is issued by a government or corporation in order to raise money


certificate of deposite


anything that is bought or sold


the act of introducing variety


that part of the earnings of a corporation that is distributed to its shareholders

fixed annuity

A type of annuity that provides a guaranteed fixed benefit amount payable for the life of the annuitant.


contracts to buy or sell at a specific date in the future at a price specified today


savings that are put to work to earn more money

growth stock mutual fund

fund that buys stock in medium-sized companies that have experienced some growth and are still expanding; also called a mid-cap fund

large cap fund

funds comprised of large, well-established companies


How easily money can be accessed

mid cap fund

mutual fund containing a group of medium-sized companies that are growing

money market

Market in which money is lent for periods of less than a year


a list of the financial assets held by an individual or a bank or other financial institution

rental real estate

buying real estate to rent out as an investment


the chance an entrepreneur takes of losing time and money on a business that may not prove profitable

international stock mutual fund

Mutual fund that invests in securities markets throughout the world so that if one market is in a slump, profits can still be earned in others.

risk return ratio

a ratio based on the principle that a high-risk decision should generate higher financial returns for a business and more conservative decisions often generate lesser returns

savings account

a bank account that accumulates interest


any of the equal portions into which the capital stock of a corporation is divided and ownership of which is evidenced by a stock certificate

single stocks

futures contracts with the underlying asset being one particular stock

small cap fund

mutual fund that invests in companies whose markets value is less than $ 1 billion; largely consists of smaller, more volatile companies; also called growth stock mutual fund


not financially safe or secure

track record

the sum of recognized accomplishments

variable annuity

annuity that has a varying rate of return based on the mutual funds in which one has invested

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