Over the last decade, the mutual fund has become one of the most powerful forces in the investment world today. A mutual fund is a pool of money that is invested in a combination of stocks, bonds or money market securities according to a specific investment objective. So your risk is spread across many securities instead of just a few on your own. Also, many funds invest in different asset categories, creating an added dimension of diversification.
Most investors lack the time and expertise to manage their investments on a full-time basis.
Daily access Mutual fund shares can be bought or sold on any day the markets are open, giving you easy access to your assets when you need them. Each mutual fund pursues a specific objective, like capital growth, current income or liquidity, allowing you to select a fund that matches your own investment goals. You can choose among hundreds of different mutual funds from some of the industry s best known fund families. To find out more about how tax-advantaged mutual funds can help you achieve your financial goals, contact one of our experienced investment specialists today. You will always receive objective, unbiased investment advice based on your goals, risk tolerance and investment preferences.