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Purchase Fee—a shareholder fee that some mutual funds charge when investors purchase mutual fund shares. Not the same as (and may be in addition to) a front-end load. An Ameriprise financial advisor can help you build a portfolio that's right for you, selecting from more than 2,000 funds from nearly 150 fund companies. There are several advantages to mutual fund investing, including professional management, investment diversification and convenience. We offer a broad universe of investing products to help you build a diversified investment portfolio, including stocks, bonds, mutual funds, exchange-traded funds (ETFs) and Unit Investment Trusts (UITs). Your Edward Jones financial advisor will work with you to choose an account and investment products that align with your financial goals, tolerance for risk and our firm's investing guidance. Learn more about the different account options we offer and the investment products associated with them. and Exchange Traded Funds are subject to market risk and volatility. Shares may gain or lose value. For Goal classifications represent common investor concerns when evaluating portfolio needs, are provided for informational purposes only, and are not intended to be relied upon as investment advice or recommendations. We offer investment options to help investors meet their financial needs. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive InvestorSM accounts are offered through WFCS. about the risks associated with each fund, go to its detailed fund information page or read the prospectus.







Thrivent http://www.bacchus-insurance.com/ provides a variety of investment options, some of which may not be available in your employer's plan. Give your retirement savings a potential for a boost with a variety of mutual fund options, all professionally managed and designed to grow over time. Ascensus provides recordkeeping and administrative services for 401(k) retirement plans offered by State Farm Investment Management Corp.
Past performance is not a reliable indicator of future performance, so don't be dazzled by last year's high returns. But  http://www.bacchus-insurance.com/ are a popular way to invest in securities. ClearBridge Real Estate Opportunities Fund Class : This fund is the successor to a closed-end fund (the "Predecessor"). The performance shown prior to the fund's inception is that of the Predecessor and has not been adjusted for the Class fund expenses. On June 10, 2016, the Predecessor transferred its assets to the fund in exchange for the fund's Class shares. The Predecessor and the fund have similar investment policies and strategies. In addition, the Predecessor's portfolio managers are the current portfolio managers of the fund. For information regarding the differences between the Predecessor and the fund, see the fund's prospectus. can help you assess a fund's volatility over time. There are three primary structures of mutual funds: open-end funds , unit investment trusts , and closed-end funds Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange.
Automatic investment plans don't assure a profit or protect against loss in declining markets. 3. Affordability — For many people, it would be more costly to purchase directly all of the individual securities held by a single mutual fund. By contrast, the minimum initial investments for most mutual funds are more affordable. Independent Morningstar Investment Management research. Not sure which funds are right for you? Make more informed decisions by turning to our Premier List , which features fund picks by Morningstar Investment Management.