How you'll benefit

Benefits

Thinking about investing in a mutual fund? Here are a few reasons to take the leap:

• Accessibility to your funds — contribute to or withdraw from a mutual fund at almost any time you want
• Peace of mind — invest in a variety of investments without taking on all the risks if purchased on its own
• Liquidity — these funds can be bought and sold once every trading day
• Diversification — one mutual fund may include dozens or hundreds of separate stocks

Start gaining more

Grow your money

When you invest in a mutual fund, cash or value can increase from three sources: dividend payments, net asset value (NAV), and capital gain.

• Dividend payments — income is earned from dividends on stocks and interest on bonds held in your portfolio
• Net asset value (NAV) — if your fund increases in price but are not sold, your shares increase
• Capital gain — when your fund sells a security that has gone up in price

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