AxTenk Blog

    Equity-income funds invest primarily in stocks that pay high dividends. These present some potential for capital appreciation but much less stability than a balanced fund or than many types of fixed-income funds.
Risk: Moderate
Potential for capital appreciation: Low to moderate
Potential for current income: Moderate

    Global funds invest in securities issued all over the world— foreign and domestic. International funds invest in non-U.S. markets. Because the cost of trading in overseas markets is comparatively high, you should expect these funds to charge slightly higher fees than domestic stock funds. Also, international markets, particularly those in developing nations, tend to be more volatile than the U.S. market, so you should expect bigger changes in your net asset values.
Risk: High
Potential for capital appreciation: High
Potential for current income: Low (except with global and international bond and income funds)

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