Mutual funds

While there is a lot to know about mutual funds, the following is a brief overview of the basics. Each mutual fund has its own particular features and benefits. These are important and can vary.

A mutual fund is a pool of money invested for you by an investment firm in a variety of ways using stocks, bonds or government securities. By owning shares in a mutual fund instead of buying individual stocks or bonds directly, your investment risk is spread out. Additionally, because the mutual fund buys and sells large amounts of securities at a time, its costs are often lower than what you would pay on your own. Each mutual fund is different in its make-up and philosophy. As an investor, you should look for funds with objectives and risk levels that match yours.

If you would like to know more about mutual funds please contact us and set up an appointment with one of our representatives.

(securities-related products may only be offered by properly licensed individuals registered with a broker-dealer)

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