Mutual Funds

Whether you are a new investor or an experienced one, investing in mutual funds may be an easy way to diversify your holdings. A growing segment of the investment market, mutual funds are professionally managed portfolios whose shares are sold to the public in much the same way that stocks are.

Think of a mutual fund as a way for a giant group of people to pool their money together to have more purchasing power. If you were to invest $100 a month into the stock market, you wouldn't be able to buy many shares. But if thousands of people invest $100 each month, as a group they buy substantial share.

Because fund managers can afford to purchase more shares, they are able to better diverify fund holdings. This, in turn, generally provides you with an instantly diversified portfolio.

Funds are grouped together based on factors such as risk tolerance and strategies. After reviewing your personal circumstances, choose a fund with an objective that adheres to your risk tolerance, timeframe and goals. 

Why would I invest in mutual funds?
What are the types of mutual funds?
What are the categories of mutual funds?
What is a Prospectus? 

 

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are; not deposits, not insured by FDIC or any other governmental agency, not guaranteed by TheBANK of Edwardsville, and are subject to risk, and may lose value. The Investor Group at TheBANK and TheBANK of Edwardsville are independent of Raymond James.

Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.