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
FIND A CLIENT ADVISOR

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.

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

FIND A CLIENT ADVISOR

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.

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

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.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management’s investment advisory wrap fee programs.

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org.
For more information about SIPC, please visit www.sipc.org.
For more information about the SEC, please visit www.sec.gov.

Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 921 West Monroe Avenue, Lowell, AR 72745; mailing address P.O. Box 1515, Lowell, AR 72745.