MUTUAL FUNDS

Choosing Investments

There are many types of investments you can choose from as you pursue your financial goals – from individual stocks and bonds to mutual funds. Mutual funds have long been a popular investment choice because they offer a number of benefits, regardless of the type of investor you may be.

Potential Benefits of Mutual Funds:

  • Professional management
    You don't have to monitor the markets and the economy or worry about which specific assets to buy and sell. Professional managers with extensive financial knowledge and specific expertise make the investment decisions.

  • Diversification
    Mutual funds spread investors' money among many different securities, far more than most individuals would own themselves. Diversification can help reduce risk over time.

  • Low investment minimums
    Mutual funds typically have low minimum investment requirements for both initial and subsequent investments making them affordable to virtually every type of investor.

  • Record keeping and regular statements
    Mutual funds keep track of your investments and provide a confirmation statement following each transaction. As a shareowner in any State Farm® mutual fund, you'll receive a quarterly consolidated account statement in addition to semi-annual and annual reports.

If you'd like to find out more about mutual funds, simply talk with your registered State Farm agent who can help develop a plan to fit your goals. Click, call or stop by an office in your neighborhood.

Risk Disclosures

Investing involves risk, including potential for loss.

Diversification does not assure a profit or protect against loss.

AP2013/11/2030

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value