Financial Advisor

Mutual Funds

Mutual funds are one of the most common ways that investors buy stocks, bonds, real estate, and other assets. They are investment companies that sell shares to investors and then invest that capital using various strategies. They offer an easy, economical way to immediately access a diversified portfolio managed by a professional investor.

Some mutual funds invest strictly in stocks or bonds or real estate, or commodities. However, mutual funds can also blend approaches to include multiple asset classes. For example, mutual funds often combine various markets such as both stocks and bonds.

Mutual funds can focus on investment styles such as growth and value. Also the strategies can center on different market sectors such as small-cap, mid-cap, or large-cap. And there are many mutual funds that specialize in the international markets.

Investing in mutual funds has its strengths and weaknesses. Kerr Financial Group helps clients understand the nuances and complexities of including mutual funds in their portfolios.