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"Bond funds" and "income funds" are terms used to describe a type of investment company (mutual fund, ETF, closed-end fund or unit investment trust (UIT)) that invests primarily in bonds or other types of debt securities.
Index Funds
Stock Funds
Money Market Funds
Bond or Income Funds
ESG Dividend Funds
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The ESG Dividend Fund seeks to provide income and capital appreciation by investing in high dividend paying stocks of companies that meet the Fund’s ESG standards. Stocks are selected through a systematic, rules based process that incorporates MSCI ESG ratings.
An index fund is a type of mutual fund or exchange-traded fund (ETF) with a portfolio constructed to match or track the components of a financial market index, such as the Standard & Poor's 500 Index (S&P 500). An index mutual fund is said to provide broad market exposure, low operating expenses, and low portfolio turnover.
"Stock fund" and "equity fund" describe a type of investment company (mutual fund, exchange-traded fund, closed-end fund, unit investment trust (UIT)) that invests primarily in stocks or "equities" (as contrasted with "bonds").
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A money market fund is a kind of mutual fund that invests in highly liquid, near-term instruments. These instruments include cash, cash equivalent securities, and high-credit-rating, debt-based securities with a short-term maturity (such as U.S. Treasuries).
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Welcome to the Carrier Operations Real-Time Exchange database. Access all of the information for PHP's 19 insurance carriers below. This information will assist you during your meetings with clients and helps you track training schedules.
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