共同基金-投资策略 Investment policies ■货币市场基金 Money Market Funds ■固定收益基金 Fixed Income funds 权益基金 Equity Funds 国际基金 Global funds 均衡及收入基金 Balance& Income funds ■资产分配基金 Asset allocation funds 指数基金 Index Funds 特殊基金 Specialized Sector Funds 4-11
4-11 共同基金-投资策略 Investment Policies 货币市场基金 Money Market Funds 固定收益基金 Fixed Income Funds 权益基金 Equity Funds 国际基金 Global Funds 均衡及收入基金 Balance & Income Funds 资产分配基金 Asset Allocation Funds 指数基金 Index Funds 特殊基金 Specialized Sector Funds
开放式基金和封闭式基金的主要区别 Open-End and Closed-End Funds: Key Differences 已发行股票( Shares Outstanding 封闭式基金:没有变化除非发行新的股票 Closed-end: no change unless new stock is offered 开放式基金:发行新的股票或赎回老的股票时将有变化 Open-end changes when new shares are sold or old shares are redeemed
4-12 开放式基金和封闭式基金的主要区别 Open-End and Closed-End Funds: Key Differences 已发行股票(Shares Outstanding) 封闭式基金:没有变化除非发行新的股票 Closed-end: no change unless new stock is offered 开放式基金:发行新的股票或赎回老的股票时将有变化 Open-end: changes when new shares are sold or old shares are redeemed