Mutual Funds

A mutual fund, among the most popular investment vehicles in the United States, is an investment that pools money from investors to purchase stocks, bonds, and other assets. There are many types of funds that have a wide range of objectives, including growth and income investing.

A mutual fund can invest in many securities at once. If a few do poorly, the others are there to offset the risk and drive return.

Mutual funds are easy to buy and sell and provide a great way to get exposure to a large number of stocks or fixed income alternatives with a relatively small investment. This enables you to diversify your investments which helps lower the risk associated with a single investment. They also give you the ability to invest in specialized market sectors, such as energy and financial services, without having to buy multiple individual stocks.

With access to all the major fund companies and the latest fund research, a Barnum financial professional can help you build a portfolio of mutual funds in line with your financial goals and your personal interests such as sustainable investing and socially responsible investing.

Mutual funds are sold by prospectus only, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses.

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