what are mutual funds

Share This Post

Mutual Funds and Segregated Funds are professionally managed portfolios that pool investors money together to purchase a variety of investments (mainly stocks and bonds).  These pooled funds allow investors to maintain a well diversified portfolio throughout a variety of sectors and geographic regions which is an important part of creating opportunity and managing risk.  The saying “don’t put all your eggs in one basket” personifies this concept.  The fund’s pool of stocks and bonds generates income in the form of capital gains, dividends and interest which are then reinvested in the fund.  We invite you to watch the video below to learn more about mutual funds and their benefits.

Subscribe To Our Newsletter

More To Explore


Newsletter Q4 2023

Download the PDF ADVISOR COMMENTS: Subject: Navigating the Road Ahead: A Year-End Reflection Dear Clients and Partners, As the year draws to a close, we


Newsletter Q2 2023

Download the PDF Advisor Commentary​ 4 Visuals to Remember on Your Investing Journey In a world of ever-changing markets and economic uncertainties, to effectively navigate

Perfect Timing family wealth logo

Perfect Timing Financial Corporation

 © 2023. All rights reserved | Privacy | Disclaimer

Mutual Funds Offered Through

 Investia Financial Services Inc.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Privacy Policy.

Perfect Timing family wealth logo
Don’t have an account? Create Account