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Grant Matossian, CPA, CFP
Grant Matossian, CPA, CFP
CERTIFIED FINANCIAL PLANNER® Professional

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8 Amazing Advantages of Mutual Funds

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Mutual funds offer investors a superior means of accumulating wealth through a broad range of investment solutions based on professional investment principles in a regulated environment.

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There are eight benefits of Mutual Funds which the investor appreciates:

  1. Professional portfolio management
  2. Manage risk through diversification
  3. Opportunities for foreign and domestic investment
  4. Oversight by professional managers
  5. Low entry investment amount
  6. Solutions meet a wide range of needs
  7. Easy to buy and sell
  8. Convenient administration

The rapid growth in investor confidence in using mutual funds escalated to over half a trillion dollars. This indicates the validity of using mutual funds in an investment portfolio.

Source IFIC

 


 

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Mutual Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.