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At JP Turner we pride ourselves on having one of the largest available selections
of
mutual funds.
Prior to talking to your JP Turner representative, let's review what a
mutual fund is:
The idea behind a mutual fund is simple: Many
people pool their money in a fund, which invests in various securities,
generally stocks and/or bonds. Each investor shares proportionately in the
fund's investment returns -- the income (dividends or interest) paid on the
securities and any capital gains or losses caused by sales of securities the
fund holds.fund's objective, such as long-term growth, high current income, or stability of principal. Depending on its objective, a fund may invest in stocks, bonds, cash investments, or a combination of these financial assets. JP Turner's investment representative can guide you through which mutual fund is suitable for your portfolio objectives.
When you purchase shares of a mutual fund, you're pooling your money with other investors and letting the mutual fund (which is simply a professional money management company) invest and manage the money to help meet the fund's specified investment goal (e.g., growth, income, a combination of the two, etc.). Ask your JP Turner representative which funds are in line with your investment strategy.
Why an investor might buy a mutual fund from JP Turner?
Because they are professionally managed and offer diversification with a small initial investment, mutual funds are suitable for most investors. Like all investments,
they do carry risk, so always read the prospectus and consult with your financial advisor.
How does an investor select a mutual fund with their JP Turner representative?
Selecting which mutual funds to invest in is far from easy. More than 18,000 mutual funds are available in today's market, and each fund has a different investment goal and risk level. Finding mutual funds that are appropriate for you means knowing your investment goals, risk tolerance and investing time frame. It also involves researching a wide range of funds so that you understand:
- The fund's investment objective and risks
- The fees, charges and expenses associated with the fund
- Which investments are included in the fund
- How the fund overlaps with or complements your other investments
- Its performance over time (although past performance is no guarantee of future results)
Investors should carefully consider the investment objectives, risks, changes and expenses of an investment company before investing. Your financial consultant can provide you with a prospectus containing this and other important information. Please read the prospectus carefully before investing or sending money.
Investing in mutual funds involves risk. Your principal and investment return in a mutual fund will fluctuate in value. Your investment, when redeemed, may be worth more or less than the original cost.
Investing in Mutual Funds Through JP Turner & Company, LLC
JP Turner offers access to a very broad range of mutual funds. In addition, because JP Turner has no proprietary mutual funds and your financial consultant has no product sales quotas, you'll get objective financial advice and help selecting mutual funds (and other investments) that make sense for you.
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