Mutual Funds

Diversify Your Portfolio with Mutual Funds

One of the more familiar and popular investment vehicles is the mutual fund. Companies offering these investments pool the money of many investors and place it into stock, bonds, money market instruments and other securities. The goal is to provide capital gains and income for the investors.

One of the most important features of mutual funds is they enable small investors to participate in a diversified and professionally managed investment. There are many different types of mutual funds, each with a different investment objective, strategy and investment portfolio. Each fund also varies by risk, volatility, fees, and expenses.

Arvest Wealth Management can help you select the right mutual funds for your portfolio.

Common types of mutual funds include:

  • Index funds
  • Equity (stocks) funds
  • Fixed-Income (bonds) funds
  • Balanced (stocks and bonds) funds
  • Money Market funds
  • Specialty funds

Contact Arvest Wealth Management

  • Find your local arvest branch

Disclosure Information:

All investments are subject to risk. Diversification does not ensure a profit or protect against a loss in a declining market. An investment in a mutual fund is subject to risk similar to those of its underlying securities. Investments in bond funds are subject to interest rate, credit, and inflation risk. Prices of mid- and small-cap stocks often fluctuate more than those of large company stocks. Foreign investing involves additional risks, including currency fluctuations and political uncertainty. Stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries.

Before investing in a mutual fund, be sure to carefully consider the fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please contact your financial advisor. Please read the prospectus carefully before investing.