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From monthly archives: October 2018

We are pleased to present below all posts archived in 'October 2018'. If you still can't find what you are looking for, try using the search box.

What is a mutual fund?

What is a mutual fund?A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds, or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through brokers, banks, or financial planning or insurance professionals. With the majority of mutual funds, when you buy shares, you pay the current net asset value (NAV) (the value of one share in a fund), plus any sales charge (known as a sales load). As with individual stocks, the share price of mutual funds fluctuates and the value of an investment may be more or less than its original cost. Caution: Mutual funds are not guaranteed or insured by any bank or government agency--even mutual funds sold by banks. Before investing in ...

Third Quarter Market Overview

Market Summary Index Returns Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: US Stock Market (Russell 3000 Index), International Developed Stocks (MSCI World ex USA Index [net div.]), Emerging Markets (MSCI Emerging Markets Index [net div.]), Global Real Estate (S&P Global REIT Index [net div.]), US Bond Market (Bloomberg Barclays US Aggregate Bond Index), and Global Bond Market ex US (Bloomberg Barclays Global Aggregate ex-USD Bond Index [hedged to USD]). S&P data © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data © MSCI 2018, all rights reserved. Bloomberg Barclays data provided by Bloomberg. FTSE fixed income & ...

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