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Mutual Funds May Be an Important Part of Your Investment Portfolio

The idea that there is strength in numbers is the heart of a mutual fund. A mutual fund brings together money from many people and invests it in stocks, bonds or other assets. The combined holdings are known as the fund’s portfolio. When you invest in a fund, you own shares in the fund’s portfolio.

Exploring funds

Before choosing a fund, be sure to read the fund’s summary prospectus, its prospectus and any other documents. Look for crucial information about the fund such as:

You can also get third-party information about mutual funds through an independent fund rating service, such as Morningstar or Lipper.

NFW-3297AO, NFW-3296AO

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