Mutual Funds

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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:

  • Diversification of investments within a single fund.
  • Professional investment management.
  • Low minimum investment amount.
  • Flexibility to exchange funds within the same fund family.
  • Provide various investment objectives for different investor needs.
  • Provide automatic reinvestment of income dividends and capital gains.

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:

  • BMO Global Asset Management
  • CI Investments
  • Franklin Templeton Investments
  • Invesco Canada Ltd.
  • Mackenzie Financial Corporation

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:

  • What am I saving for?
  • What is my time frame?
  • How much risk am I willing to take?

We can help

At Edward Jones, we can help you reach your financial goals. Contact your Edward Jones advisor.

Important Information:

All investments, including mutual funds, carry a certain amount of risk. Your Edward Jones advisor can discuss your investment needs and select the most appropriate mutual fund(s) to help meet those needs.
 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. The indicated rates of return are the historical annual compounded total returns for the period indicated, including changes in unit value and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated.

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