Dollars and Diagrams

How Do Mutual Funds/ ETF’s Work?


Step 0:  Select a mutual fund or ETF that you feel best fits your investment objective.

Step 1:  You are giving your money to a professional money manager or company.

Step 2:  Their goal is to build a broadly diversified goal.

Step 3: The objective of the “fund” is to pay income in the form of dividends and interest.   You can re-invest that income, or you can take the cash and put it in your back account.

NOTE:  Neither mutual funds or ETF’s (Exchange Traded Funds) are FDIC insured and will fluctuate in value and there is protection against risk of loss.

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Investing in mutual funds and ETFs involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.

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