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Mutual Funds
Professional Management of Your Funds
Mutual funds are one of the most popular investments around.††† A mutual fund is a company that makes investments for individuals and institutions who share a common investment objective. Once you buy shares in a mutual fund, the fund’s managers pool your money together with money from other shareholders. The fund’s managers then invest the money and continue to monitor the progress of the investments to help ensure that the objectives of the shareholders are being met.
Benefits You’ll Receive
- Professional Management
- Ease of tracking performance
- Low initial minimum investment
- Ease of purchase or sale
- Savings for retirement or other purposes
- Assistance from professional financial consultant
Important Considerations
Before investing money, be sure to ask for a prospectus, which details the performance history, management fees, expenses, and penalties for early withdrawals.
Like any investment, mutual funds are subject to risk including fluctuation of the principal amount invested.
Your investment goals may include some or all of the following:
- Growth
- Aggressive
- Small Cap
- Global
- Income
- U.S. Government
- Corporate
- Tax Advantages
Before purchasing mutual funds, you should carefully consider its investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus. Please read it carefully before investing. Contact your Financial Advisor to request a prospectus.
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