Investment objective

Investment objective

The financial objective of an investor. Whether the investor requires income or capital appreciation, for example. The investor's objective governs the investment strategy.

investment objective

The financial goal or goals of an investor. An investor may wish to maximize current income, maximize capital gains, or set a middle course of current income with some appreciation of capital. Defining investment objectives helps to determine the investments an individual should select.

Investment objective.

An investment objective is a financial goal that helps determine the type of investments you make. For example, if you want a source of regular income, you might select a portfolio of high-rated bonds and dividend-paying stocks.

Each mutual fund describes its investment objective in its prospectus, along with the strategy the fund manager follows to meet that objective. Mutual fund investors often look for funds whose stated objectives are compatible with their own goals.

References in periodicals archive ?
The Fund's investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income.
The Fund's Investment Objective is to provide total return through a combination of capital appreciation and current income.
As a result, the Fund is modifying its distribution policy to be better aligned with the after-tax total return investment objective of the Fund.
The Fund's investment objective is to provide a high level of current income and current gains and, to a lesser extent, capital appreciation.
The Fund's primary investment objective is to provide a high level of current income, with a secondary objective of capital appreciation.
The Fund's investment objective is to seek current income and current gains from trading securities, with a secondary objective of long-term capital appreciation.
The Fund's primary investment objective is to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation.
The fund's primary investment objective is to provide high current income exempt from regular federal income tax.
The Fund's primary investment objective is high current income; its secondary investment objective is capital appreciation.
Lehman Brothers First Trust Income Opportunity Fund is a closed-end management investment company whose investment objective is to seek high total return (income plus capital appreciation).
A long-term investment program based on asset allocation is one that can help you pursue your investment objectives.
The TCW LifePlan Fund Series offers retail investors various levels of risk and expected return based on individual investment objectives, with the ultimate goal of helping investors effectively meet their long-term financial goals.

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