Mutual Funds

Fund choices allow investors to choose from a vast universe of fund types, objectives and styles as well as money managers to meet a wide range of financial needs.  Mutual funds are appropriate for:


  • Savings for retirement.
  • Supplementing income.
  • Saving for a child’s education.
  • Savings to buy a home or other purchase.
  • Multi-generational transfer of assets.

Common benefits include:

When you buy a mutual fund, you are buying an interest in a portfolio of many different securities, giving you instant diversification within each selected investment category.

Mutual funds utilize dedicated professionals experienced in investment money management. Many investors do not have the necessary time, resources or expertise to make appropriate and timely investment decisions on an ongoing basis.

Mutual funds allow you to begin investing with amounts of money appropriate for your financial situation. In most cases, you can continue to invest in a mutual fund on a systematic basis.

Typically, mutual fund investors have many different funds to choose among, for example, money market, fixed income, growth, balanced and international funds. This allows you to make asset allocations for your portfolio, based upon your financial situation, life stage, risk tolerance and time horizon.

Most companies that offer mutual funds provide convenient client services that make investing easier, like periodic investment plans and dollar-cost averaging. In addition, online account access can help you track transactions and follow your funds’ performance.

Mutual funds offer a variety of pricing options and share classes to suit your financial needs, time horizon and investment objectives

This information is for educational purposes only.  Colburn Financial does not directly provide access to mutual funds! If this is needed we will refer you to a specialist in this area.

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