Types of Funds

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Shape Types of Funds

Offered by Okane Matsu Securities

Here at OMS we offer a wide variety of mutual funds catering to diverse investment objectives, strategies, and risk appetites. Here are some common types of funds recommended:

Money Market Funds

Money market funds invest in short-term, high-quality fixed-income securities such as Treasury bills, commercial paper, and certificates of deposit. These funds aim to provide investors with a relatively stable net asset value (NAV) and a modest level of income. They are generally considered low-risk investments.

Specialty or Sector Funds

Specialty or sector funds invest in a specific industry, sector, or theme, such as technology, healthcare, or real estate. They offer specialized exposure and can potentially generate higher returns than diversified funds. However, they also come with higher risk due to their concentrated focus.

Equity Funds

Equity funds focus on investing in stocks of various companies. They can be classified based on market capitalization (small, mid, or large-cap), investment style (growth, value, or blend), sector, or region. Equity funds offer growth potential and income through capital appreciation and dividends. However, they generally come with higher risk compared to bond or money market funds.

Balanced Funds

Balanced funds, also known as hybrid funds, invest in a mix of stocks and bonds. Their objective is to provide a balance between income generation and capital appreciation while maintaining a moderate level of risk.

Index Funds

Index funds aim to replicate the performance of a specific market index, such as the S&P 500, by investing in the same securities that make up the index. They offer broad market exposure, low fees, and minimal portfolio turnover.

Bond Funds

Bond funds invest in various types of debt instruments, including government, corporate, and municipal bonds. They can be further categorized based on credit quality, maturity, and geographic region. Bond funds offer varying levels of income and risk, depending on their underlying investments.

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