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What is a Mutual Fund?

Mutual funds were first created in the 1920s, and today, millions of Americans depend on these investments to build retirement savings. To better manage your assets, it's essential to understand the basics of how mutual funds operate.

The Basics of Mutual Funds

Mutual funds are investments that pool the money of many investors to buy securities, such as stocks, bonds, cash investments, or some combination of the three.

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Email: wfs@woodmen.org

Call: 1-877-664-3332

Mail: Woodmen Financial Services, Inc.
1700 Farnam Street, Suite 600
Omaha, NE 68102-2015

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Mutual funds are managed by professionals, who oversee the funds on behalf of shareholders. By their very nature, mutual funds offer diversification that may help reduce risk while increasing the overall return potential of the investment. If one security held by a mutual fund loses value, another security may rise in value, offsetting the loss.

Types of Mutual Funds

What’s next?

Ultimately, you’ll want to choose a mutual fund (or funds) with the potential to complement your financial goals, timeline and risk tolerance. Contact your WoodmenLife Financial Representative today to find out more.

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Disclosures

  1. U.S. Treasury bills/U.S. government bonds are guaranteed as to principal and interest payments (although the funds that invest in them are not), while stocks will fluctuate in share price. However, the returns of U.S. Treasury bills/U.S. government bonds historically have not outpaced inflation by as great a margin as stocks, although past performance cannot guarantee future results.

WEB58 - 4/1/2019