Capitalyze® does not advise on any investments. Please reach out to a Registered Investment Advisor (RIA) for more on what MFs to invest in or how much to invest in each.

However, we can tell you about the funds that are listed and the general guidelines that will help you save and manage money efficiently.
o You should have realistic targets that you set for yourself and that should be based on the income or the money that you can set aside for yourself without adding any burden to your current lifestyle and other priorities that you’ve set out for yourself.
o You should understand that all funds are designed to yield effectively in the long term and therefore, plan accordingly and not target short-term growth/yields.
o Use common sense and do not be enticed by higher return/lower duration schemes promising lower risks.
o Always remember investing in MFs is a long-term journey to achieve desired targets.

Capitalyze® requests that you follow good practices and the general guidelines to know what you are being invested in. Learn more about MFs.