Mutual Funds
Put The Benefits of Mutual Funds to Work For You
Whether you are a small or large investor, or prefer conservative or aggressive
investments, mutual funds work to give you an opportunity for capital appreciation
or competitive yields.
Diversification
- Mutual funds, which spread your investment dollars over
many securities, give you yield potential and may decrease market volatility
through diversification. When pooled, the assets of many investors invest
in a portfolio that might consist of stocks bonds or government securities,
each with their own specific risks and rewards, as outlined in the prospectus.
Professional Management
- Professional portfolio management is a benefit that might
otherwise be costly to the individual investor. It is a highly specialized
field that requires many years of experience as well as ready access to important
market information. When you invest in mutual funds, professional investment
managers continually monitor the portfolios and strive to meet each fund’s
objective. Mutual funds must also meet
other standards including compliance with the
provisions of the Investment Company Act of 1940.
Select Funds Best Suited to Your Needs
- Whatever your investment objectives and desired level of
risk, there are mutual funds to match. From conservative to aggressive, from
immediate income to long-term growth—you choose the fund or funds that
best meet your investment needs:
• Money Market Funds
• Fixed Income or Bond Funds
• Equity or Growth Funds
• Balanced Funds
• Specialized Mutual Funds
Investors should consider the Investment
objectives, risks, charges and expenses of the investment company carefully
before investing. The prospectus contains this and other information about
the investment company. A prospectus is available from an Investment Executive.
Please read the prospectus carefully before investing.