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Mutual Funds

Mutual Funds
A mutual fund is a type of investment designed for people who are looking for the benefits of a well-managed and diversified portfolio, but who do not have the time or expertise necessary to manage a portfolio themselves.

Is a mutual fund right for me? Here are the facts:

  • A mutual fund combines the investments from a number of individuals or groups into a pool, which is managed by a professional investment advisor.
  • Mutual funds generally offer a wide degree of diversification; a single fund will often contain a variety of stocks, bonds, and money markets.
  • The investors in a particular mutual fund are often united by a specific financial goal. Some mutual funds are focused on immediate income, while others focus more on long-term growth, or on a mix of income and growth.


Mutual Funds are sold by prospectus only. You should carefully consider the investment objectives, risks, charges and expenses of the fund before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a copy, please call 503-207-4550.

Investing in mutual funds involves certain risks, including possible loss of the principal amount invested. The investment return and principal value may fluctuate so that the investment, when redeemed, may be worth more or less than original cost.

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