What is a mutual fund?

Mutual funds are investment strategies that allow you to pool your money together with other investors to purchase a collection of stocks, bonds, or other securities that might be difficult to recreate on your own.

What are the benefits of mutual funds?

What are the benefits of mutual funds?

DIVERSIFICATION

Mutual funds allow for diversification between many different stocks while also allowing for diversification between various sectors, styles, etc. Mutual funds can also invest in other assets, such as bonds, cash, or commodities like gold and other precious metals. This diversification allows investors to reduce the risk of one particular stock or sector. It also opens you up for more potential rewards by offering a broader exposure to various stocks and sectors.

How to use mutual funds

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INCOME

Mutual Funds can help generate income through bonds, dividend-paying stocks, and preferred stocks.

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GROWTH

Mutual Funds can generate capital appreciation through domestic and international stocks.

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TACTICAL

Mutual Funds can dynamically shift between different types of assets to help grow your portfolio.