Mutual Funds

With Mutual Funds designed to address most investment objectives, this option can offer you a simple way to expand and diversify your portfolio.

  • Fast Facts
  • They’re professionally managed
  • Offers diversification
  • Variety of share class alternatives

With thousands of stocks on the market and new ones introduced daily, picking the right investment can be a lot of work.

Mutual Funds can help take the guesswork out of choosing individual stocks, offering a simple and affordable way to invest in a large variety of assets and spread out your investment risks.

How a Mutual Fund Works

Mutual funds give you more buying power than you would have on your own, pooling your money with others to invest in stocks, bonds, or a variety of other assets. The portfolio holdings are closely monitored by professional fund managers and adjusted to meet changing market conditions.

There are three basic types of mutual funds: Equity, Fixed-Income, and Money Market. Each of these mutual funds has its own risks, rewards, and objectives, which will determine the types of securities it will invest in.

Webster’s Selection of Mutual Funds Offer You

  • Diversification to help mitigate risk
  • A wide range of funds to match your investment expectations
  • Professional money management
  • A convenient way to invest in a variety of assets

Keep in Mind

Although mutual funds offer a hassle-free way to diversify your portfolio, they are not without risk. As with any investment, the value of your fund rises and falls with the market, which can cause shares to be worth more or less than their original cost.

Carefully consider a mutual fund’s investment objectives, risks, and charges and expenses before investing. Speak with a Financial Consultant to request a prospectus for specific mutual funds and read it carefully before you invest.

Need personalized investment advice? Have a financial consultant contact me.

To learn more about our Mutual Funds, please call us at 1-888-493-2783, option 4 or visit a Webster branch near you.

 

Securities and Insurance Products:

 Not FDIC Insured Not Bank Guaranteed  May Lose Value 
 Not a Bank Deposit  Not Insured by any Federal Government Agency 

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, MA & RI.

 

The Webster Symbol and Webster Investments are registered trademarks of Webster Bank, N.A. registered in the U.S. Patent and Trademark Office.

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