Fred is within about 10 years of retirement and wants to protect the market value of his investment, but also make small gains in capital. He can afford some small risk or losses. What type of funds might he consider?

Question

Quizplus · Accepted Answer

Hybrid funds with an emphasis on bonds are suitable for someone like Fred who is nearing retirement and seeks to protect the market value of his investment while making small gains. These funds offer a mix of stocks and bonds, with a focus on bonds to reduce risk and provide steady income.

Fred Is Within About 10 Years of Retirement and Wants