Building A Growth & Income Investment Potfolio

Posted on February 13, 2008 - Filed Under Investing, Mutual Funds | Leave a Comment

The third in our series of designing a mutual fund portfolio. Previously we have focused on how to put together an aggressive portfolio and a conservative portfolio. Today we focus on how to create a moderate or growth & income portfolio.

Another name for this type of portfolio that combines moderate growth and low-volatility is value. The growth comes from stock mutual funds that offer moderate price appreciation and relatively low-volatility. The income comes from bond mutual funds where long-term returns with less volatility are more important than yield.

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