Mutual Funds 

Mutual FundsWhether you're a small or large investor, prefer conservative or aggressive investments, mutual funds work to give you an opportunity for capital appreciation or competitive yields, liquidity and relative safety. That is because mutual funds (companies that pool the assets of many shareholders) provide diversification-with the added benefit of professional management.

Whatever your investment objectives and desired level of risk, there are mutual funds to match. From conservative to aggressive; from immediate income to long-term growth; you choose the fund or funds that best meet your investment needs:

  • Money Market Funds
  • Fixed Income or Bond Funds
  • Equity or Growth Funds
  • Balanced funds
  • Specialized Mutual Funds

If you are looking for a versatile investment that offers opportunities for everyone, consider mutual funds; the choice of many investors.

Mutual Funds are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.

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Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. First Investment Center, 226 Nassau Street, St. Peter, MN 56082.

View Cetera Investment Services privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.




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