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Mutual Funds are a popular and appropriate investment option for many savings and investment plans.

Regardless of how much you have to invest, Mutual Funds make it simple to diversify your investment portfolio and achieve the asset allocation mix that provides the best solution for reaching your financial goals.

Invest with Diversification and Professional Portfolio Management

Mutual Funds are one of the smartest and most convenient ways to manage your money. When you buy shares of a mutual fund, you receive professional portfolio management and can easily create a diversified portfolio – regardless of whether you have a little or a lot to invest.

There are four basic types of mutual funds:

Stock (Equity) Funds are invested in a portfolio of company shares (stocks). These shares represent fractional ownership of the company.

Bond Funds are invested in a portfolio of corporate and/or government debt obligations (bonds).

Hybrid (Balanced) Funds are invested in a portfolio that includes both stocks and bonds.

Money Market Funds are invested in high-quality short-term securities and designed to maintain a stable value.

Advantages of Investing through Mutual Funds:

  • Professional portfolio management – Investment decisions are made for you by a professional manager who stays abreast of the markets
  • Low minimum investment – You can begin with as little as $50 per month
  • Diversification – Mutual funds are the easy way to achieve a diversified portfolio
  • Liquidity – You can easily redeem some or all of your shares at any time

GEBA offers some of the most sought-after mutual fund families, supported by licensed Insurance and Financial Consultants who will review your financial situation with you and tailor a program to fit your needs. Here are a few of the many fund families we recommend to our members: 

> American Funds®
> Oppenheimer Funds®
> Franklin Templeton

Each company offers a strong reputation and a wide variety of fund objectives and investing styles from which to select.

Investors should carefully consider investment objectives, risks, sales charges and expenses. This and other important information is contained in the fund prospectus, which will be provided upon request and should be read carefully before investing.