Mutual Fund Basics

What is a Mutual Fund?
A mutual fund is a pool of investments managed by professional money managers.

Choosing a Mutual Fund
First, have a plan, then do your homework. Learn all you can. Front-end diligence leads to better informed decisions.

Investment Options
Learn more about our broad range of mutual funds.

Mutual Funds and Risk
Every fund has a different degree of risk, or volatility, depending largely on what the fund invests in each year.

Mutual Fund Distributions
Mutual funds are required by law to distribute at least 90% of realized capital gains and dividend income.

Mutual Funds and Taxes
Understanding how taxes affect your investments is an essential part of building a sound investment plan.