MUTUAL FUNDS

A mutual fund is a pooled investment comprised of a professionally managed portfolio of stocks, bonds, or other securities. Investment managers are responsible for buying and selling securities according to stated investment objectives.

What Are the Potential Advantages of Mutual Funds?

Mutual funds can provide a number of features, including built-in diversification, professional management, convenience, low investment minimums, and myriad investment choices all in one package. The value of your shares will fluctuate with the changes in market conditions, and when sold, may be worth more or less than the original investment amount.* There are many types of mutual funds with varying degrees of investing risk. Mutual funds involve fees and expenses. Also you often pay income or capital gains tax on your profits.

Your Northwest Financial Group representative can help you analyze whether mutual funds may complement your financial goals.

*Past performance is no guarantee of future results.Mutual funds are offered with a prospectus. Investors should consider investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. You can obtain the prospectus from your financial representative. Read the prospectus carefully before investing.
   

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This site is designed for U.S. residents only.  The services offered within this site are available exclusively though LPL Financial’s U.S. investment representatives.  LPL Financial investment representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

Access to securities and insurance products provided by Northwest Financial Group, a registered investment advisor and registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

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