Mutual Funds

A mutual fund is an investment vehicle that allows investors to pool dollars together to match a predetermined investment objective as listed in a fund’s prospectus.  These pool dollars are invested in a blended variety of stocks, bonds, money market instruments, cash or cash equivalents, or other similar assets.

By investing in a mutual fund, an individual investor receives the following benefits:

  • Professional Management:  The money manager is responsible for researching, selecting, and monitoring the investment vehicles in the mutual fund.
     
  • Diversification:  A diversified portfolio strives to help smooth out the ups and downs of an investment portfolio.  Simply stated, "Don’t place all your eggs in one basket."

    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.

Investing in mutual funds involves risk, including possible loss of principal.

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union and EECU Member Investment Services are not a registered broker-dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, NV, AZ, UT, ID, MT, WY, NM, TX, OK, SD, MN, IA, MO, AR, HI, MS, TN, KY, OH, PN, CT, MD, NC, SC, GA, FL, VA

Not NCUA Insured

May Lose Value

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Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

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