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AN INVESTOR’S TOUR OF
MUTUAL FUNDS
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1WHERE
AM I TODAY?
2WHERE
WOULD I LIKE TO BE?
3CANI GET
THERE?
4HOW DO
I GET THERE?
5HOW CAN I STAY ON TRACK?
MY FINANCIAL
NEEDS
®
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Mutual FundsFeatures
Benefits and Trade-offs
Which Fund Is Right for Your Needs?
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YOUR PASSPORT TO Mutual Fund Features
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What is a mutual fund?
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Mutual Fund Features• Interest & Dividends
• Share Price
• Net Asset Value (NAV)
• Capital Gains
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Mutual Fund Features• Interest & Dividends
• Share Price
• Net Asset Value (NAV)
• Capital Gains
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Mutual Fund Features• Interest & Dividends
• Share Price
• Net Asset Value (NAV)
• Capital Gains
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Fees
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Your Portfolio
Prospectus
Fund Objective
Management Team
Volatility
Fees and Expenses
A MAP TO Mutual Fund
Selection
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Mutual Funds’ Role in Your Portfolio
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MUTUAL FUND Benefits and Trade-offs
Benefits
Diversification
Professional management
Liquidity
Discipline
Choice
Call and prepayment riskShare performance riskFluctuation risk
Trade-offs
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Mutual Funds Summary
Benefits
Your Portfolio
Annual Review
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Mutual FundsMutual fund investing involves risk. Your principal and investment
return in a mutual fund will fluctuate in value. Your investment,
when redeemed, may be worth more or less than the original cost.
Mutual fund prospectuses contain more complete information,
including the fund’s investment objectives, risks, and charges and
expenses as well as other important information that should
be carefully considered. Your financial advisor can provide a
prospectus, which you should read carefully before investing or
sending money.
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&AnswersQuestions
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