Diversify with large a group of investments.

What is a mutual fund?

A mutual fund is an investment vehicle
made up of a large portfolio of stocks, bonds,
or other securities (often in excess of 100). Funds can either be managed with a professional fund manager (at a higher expense) or indexed – that is, constructed to mirror the ups and downs of an index, like the S&P 500 or the U.S. bond market – generally with lower fees.

The U.S. has the world's largest mutual fund market1
Pie chart of geographic breakdown of mutual fund market

How can mutual funds
fit into your plan?

Because most mutual funds hold well over 100 securities, they can help diversify your portfolio. While they are a common investment vehicle for retirement plans, mutual funds can be a good tool for non-retirement goals as well. Our advisors can help you identify the right selection of mutual funds for your portfolio.

Who are mutual funds for?

Mutual funds can be a good, cost-effective way for many people to invest. Mutual funds commonly require low minimum investments, often between $1,000–$3,000.

Financial Advisor Headshot

Take the next step.

Our financial advisors can help you with mutual funds and determine if they fit into your financial plan.

Let's Talk

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1Investment Company Institute and International Investment Funds Association