Mutual funds

Mutual funds give you the ability to invest in a diversified portfolio of stocks, bonds, cash equivalents or other investments without requiring you to invest a large amount of money.

Your share in a mutual fund represents one piece of all the fund’s holdings. As the value of the securities in the mutual fund fluctuates, so does the fund’s share value, although the volatility of a mutual fund is generally less than that of the individual securities that make up the mutual fund.

Mutual funds

Are professionally managed so you don’t have to worry about selecting the investments within the mutual fund.

Are liquid investments that may be conveniently bought or sold any day the market is open.

Share prices are determined by the value of the underlying securities in the mutual fund as of the close of the market at the end of the day.

May be held within a retirement account, such as a Traditional IRA or Roth IRA.

Our registered representatives have access to many different mutual fund families, including:

Capital Group American Funds, Black Rock, Fidelity Investments, Franklin Templeton Investments & Invesco.

Diversification does not assure a profit and is not a guarantee against loss.

Consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. Investments in mutual funds are subject to market risks, including the potential loss of principal. For this and other information about the investment company, obtain a prospectus from your Modern Woodmen representative. Read it carefully before you invest or pay money.