Non-Proprietary Managed Mutual Funds
A mutual fund is an investment vehicle consisting of a pool of funds collected from many investors. Mutual fund investors combine their money to gain economies of scale for investing in securities such as stocks, bonds, money market instruments and similar assets.
One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which is nearly impossible to create through direct investment in individual stocks and bonds. Each shareholder participates proportionally in the gain or loss of the fund.
Additional Investment Types
Additional SVA Plumb Financial Services