Mutual funds are investment companies that make investments on behalf of individuals or institutions with similar financial goals. Mutual funds offer you the opportunity to group your money together with other investors and buy stocks, bonds and other investments "mutually."
A mutual fund is managed by professional investment managers who choose the investments based on that fund's objectives, which are stated in the prospectus or Fund Fact Sheet.
Mutual funds offer the following benefits:
Our preferred families
With so many mutual funds available, it can be difficult to know which fund(s) to pick. That's why we focus on five preferred fund families that share our same commitment to service, long-term investment objectives and long-term performance.
Currently, Edward Jones' preferred fund families are:
How do I know which mutual fund(s) to choose?
Your Edward Jones advisor can help you determine your investment goals, risk tolerance and time horizon, and recommend a fund that is suitable.
Ask yourself the following questions:
We can help
At Edward Jones, we can help you reach your financial goals. Contact your Edward Jones advisor.
Identifying quality mutual funds and combining them into a well-constructed portfolio takes time and knowledge. As a client, you benefit from the expertise of over 30 Mutual Fund Research Analysts who work to simplify the selection process for you.Watch our video
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