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Investing in Mutual Funds

Because they are professionally managed and offer diversification with generally a small initial investment, mutual funds can be suitable for most investors.

Your Financial Advisor has the tools to help you choose the right fund or basket of funds to meet your unique goals. Work closely with your Financial Advisor to develop a mutual fund portfolio that’s suitable for your specific situation.

You should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund company before investing in one or more of its mutual funds.