A value fund is a pooled investment that follows a strategy focused on stocks that are undervalued based on fundamental analysis.
The premise of a value investing strategy is that once the market realizes the true value of these shares, the share price will rise and the value fund investor will benefit from this increase.
Value stocks are often well-established companies that offer investors dividend payouts.
Warren Buffett, one of the most successful investors in the world, is a value investor.
A floating rate fund is a fund that invests in financial instruments with variable or floating interest rates. A floating rate fund invests in bonds and debt instruments, the interest payments on which fluctuate depending on the level of the base interest rate.
Go-go fund - a mutual fund with an investment strategy focused on growth stocks and other high-risk securities.
These funds were at their peak in the 1960s, attracting investors with the promise of unusually high market returns.
A Growth and Income Fund is a mutual fund or ETF strategy that seeks to generate a total return for investors, including capital gains and current income.
Lifecycle funds are asset allocation funds in which the share of each asset class automatically adjusts to reduce risk as the desired retirement date approaches.
Market neutral refers to a type of investment strategy used by investment managers who seek to profit from both rising and falling prices in financial markets.