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Mutual Funds

A wealth of investment options

Our mutual funds help diversify your holdings and offer such advantages as capital growth, steady income and asset liquidity to match your investment goals.

Mutual funds are one of the most popular and widely used options in the investment world, offering hundreds of opportunities to invest in some of the industry’s leading fund families. Working with our Financial Advisors, we can evaluate your current portfolio, and help you choose mutual funds tailored to your financial needs, tax goals* and personal and family objectives.

Diversification

Diversify your investments to help you manage risk across your entire portfolio.

Fund liquidity

Get access to your mutual fund assets when you need them.

Professional management

Feel secure knowing your fund’s performance is being monitored by investment experts.

Open-ended funds

Open-ended funds are the most common type of mutual fund, giving you more choices and offering greater diversity, access and flexibility than most other investments.

Shares in open-ended funds are bought and sold every business day, giving you convenient access to fund assets.

 

Closed-ended funds

Closed-ended funds allow you to buy and sell shares only during a company’s initial public offering (IPO). Shares in closed-ended funds can only be traded between other investors, with share prices being determined by several factors, including market confidence in the fund manager. The advantage of closed-end funds is an investor’s ability to buy funds at a discount or sell shares at a premium in the right market climate.

 

Money market funds

Money market funds let you invest in short-term securities such as CDs, US Treasury bills and commercial paper and are often less risky than stock and bond investments. Assets invested in money market funds are typically easy to access and don’t require a minimum balance to maintain.

 


*Consult your tax advisor regarding tax consequences. Income may be subject to federal alternative minimum tax.

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contains this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.

Investing in mutual funds involves risk, including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Have a question?

Our Financial Advisors are happy to assist you with all your Wealth Management needs. Please reach out to our team for more information.