The H. Kenneth Barker Center for Economic Education

index

                                                         Investment Vehicles

1. COMMON STOCKS: A share of ownership in a company Holder has a vote in company issues

2. PREFERRED STOCKS: Stocks often yielding higher and more stable Dividends

3. BLUE CHIP STOCKS: Stocks from major, well known Companies

4. MUTUAL FUNDS: A pool of funds managed by a Professional money manager No voting rights on company issues

5. SECTOR FUNDS: related to a particular industry or type of Investment, such as bond funds

6. NO LOAD FUNDS: charges no sales fee

 

  • tax exempt

  • consistent yield

  • Sale if held to maturity, riskier if bought And sold

 


8. U.S. SAVINGS BONDS

 

  • U.S. Government issued

  • range in denomination from $50 to %10,000

  • Tax free if used for educational purposes

 


9. TREASURY BONDS

 

  • U.S. Government issued

  • minimum $l,000 investment

  • Matures in 7 30 years

 


10. TREASURY BILLS

 

  • U.S. Government issued loan

  • Minimum $10,000 investment

  • Short term

  • Discounted (purchase price less than Face value)

  • Redeemable at face value

 

11. TREASURY NOTES

 

  • U.S. Government issued

  • Minimum $1,000 investment

  • Bi annual interest payments

  • 1 to 7 year maturity

 

 

 

12. COMMODITIES Investments involving raw materials (Such as gas, oil, wheat, corn, Soybeans, gold and silver)

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