For many investors, mutual funds are the easiest way to enter the investment marketplace.
For a relatively small investment, investors can purchase shares of a professionally managed portfolio that usually consists of 50 or more different securities.
When you invest in a mutual fund, your money is pooled with other investors. The investment company then invests this collective pool in a variety of stocks, bonds and/or other securities.
Some mutual funds pay monthly or quarterly dividends, based on the dividends offered by the stocks and the interest payments offered by the bonds in the fund. Other mutual funds hold securities that offer the potential for capital appreciation. When these securities are sold by the fund, the fund distributes the profits from its sale to its investors. Most mutual funds will automatically reinvest your dividends and capital gains into additional shares if you so choose.
Because there are thousands of mutual funds available to investors, Northwestern Mutual Investment Services, LLC (NMIS), a wholly owned company of Northwestern Mutual, focuses on a select group of fund families that offer a broad spectrum of mutual funds.
Alliance Bernstein Investments
Allianz Global Investors
American Century Investments
American Funds
Fidelity Investments
MFS Investment Management
Russell Mutual Funds
Review Important Mutual Fund Disclosures for more details about this select group.
You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. Your Northwestern Mutual Investment Services Registered Representative can provide you with a prospectus that will contain the information noted above, and other important information that you should read carefully before you invest or send money.
Northwestern Mutual Investment Services, LLC (NMIS) also has selling agreements with a variety of other mutual fund families. Selections of fund families concentrate on attributes such as, financial strength, diversity, service support, integrity, and history.
Download Mutual Fund Investing at Northwestern Mutual Investment Services
All securities are offered through Northwestern Mutual Investment Services LLC, (NMIS), Suite 600, 611 E. Wisconsin Avenue, Milwaukee, WI 53202, 1-866-664-7737. Member FINRA and SIPC. NMIS is wholly owned by Northwestern Mutual.