Northwestern Mutual

What Every Investor Should Know About Mutual Funds

Through Northwestern Mutual, your Financial Representative has access to a wide range of mutual funds. Carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. A prospectus will contain this information and other important information that you should read carefully before you invest or send money.

Download Mutual Fund Investing at Northwestern Mutual Investment Services

The NMIS Client General Account Agreement outlines the terms and conditions of a NMIS Account.

Download the NMIS Client General Account Agreement

The FundVest® Fund Family List includes the no-transaction-fee mutual fund programs that enable investors to buy, sell or exchange domestic, institutional, or offshore mutual funds.

Download the FundVest® Fund Family List

Before you invest in any mutual fund, you should read the fund's prospectus and, if you have additional questions, talk to your Northwestern Mutual Financial Representative to make sure you understand the mutual fund's multiple share class structure and corresponding expenses (including on-going expenses) on each class of share, conversion terms and volume discounts associated with the various classes of fund shares.

By educating yourself about your rights and obligations, you take the first step towards protecting your investment interests and actively contributing to achieving your financial objectives.

Additional Information

  • Northwestern Mutual
  • Northwestern Mutual Investment Services, LLC
  • Northwestern Long Term Care Insurance Company

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