Stock Mutual Fund

The Gratio Values Fund is a mutual fund that invests mainly in stocks of U.S. companies. The fund generally (although not exclusively) invests in medium-sized, or "mid cap"" companies. Generally, companies worth between $1 and $5 billion are considered mid cap. The goal of the fund is to grow money over the long term, which means at least five years. Because the fund invests almost entirely in stocks, its value can move up and down a lot from year to year. The fund is appropriate for people who understand they can lose money and who have an investing time horizon of at least five years.

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Bond Mutual Fund

The GoalMine Fixed Income Fund is a mutual fund that invests primarily in fixed income, which is another way of saying bonds. The fund invests in bonds of U.S. companies. Companies issue bonds and sell them to investors when they want to borrow money. The goal of the fund is to provide some income to investors in the short term while moderately growing their money in the long term. As with all mutual funds, it is possible to lose money since bond prices can move up and down in value. The fund is appropriate for individuals who have an investing time horizon of at least two years.

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