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Asset Allocation Funds
Mutual funds that aim to provide a balanced mix of investment assets within one portfolio, typically including stocks, bonds, and cash, based on specific investment strategies or objectives.
Market Sectors
Categories of stocks based on the type of business they are in, such as technology, healthcare, or finance.
Fund Manager
A Fund Manager is a professional responsible for making investment decisions and overseeing a portfolio of assets to achieve specified investment objectives.
Taxable Money Market Funds
Investment funds that invest in short-term debt securities and are subject to federal and sometimes state income taxes.
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