Grow your knowledge about key asset classes

Gain a better understanding of major asset classes and get a deeper overview of some of the types of investments within each one. Learn how they might support your specific investment goals so you can be better informed when discussing your options with your advisor.

FIXED INCOME

Fixed-income or bond funds invest in government or corporate debt to seek income. Types of Fixed-Income investments include:

AGENCY MORTGAGE-BACKED SECURITIES (PDF)
MUNICIPAL BONDS (PDF)
FLOATING-RATE LOANS (PDF)

EQUITY

Equity funds invest in stocks and have ownership in the companies that issued the stocks. Types of Equity investments include:

CONVERTIBLE SECURITIES (PDF)
TECHNOLOGY (PDF)
EMERGING MARKETS (PDF)

ASSET ALLOCATION

Asset allocation investments offer single products with a mix of income, equity and alternative investments to help diversify your portfolio. Types of Asset Allocation investments include:

RISK ALLOCATION INVESTING (PDF)