Mutual Funds
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.
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.
Take the next step.
Our financial advisors can help you with mutual funds and determine if they fit into your financial plan.
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1Investment Company Institute and International Investment Funds Association