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UNDERSTANDING MUTUAL FUNDS |
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Benefits of Mutual Fund Investing
Professional Management
With mutual funds, a professional money manager is responsible for investment decisions. Our portfolio managers offer a high level of expertise, experience and knowledge. By using a team approach to portfolio management, Tamarack Funds provide investors with a broad spectrum of competencies and approaches.
Access to Markets
Mutual funds make global markets accessible to every investor, opening up the opportunity to participate in almost any asset class around the world.
Diversification
Mutual funds hold many different investments, offering a level of diversification commonly achieved through larger portfolios and much greater investment amounts. Because mutual funds invest in a variety of equities, bonds and other holdings, investors can create a balanced and diversified investment portfolio with a relatively modest amount of money.
Reduced Risk
Holding just one security is like putting all your eggs into one basket. If anything should happen to that one security, your entire investment amount is at risk. Mutual funds spread that risk among many different securities, limiting the potential of one instrument or one company's performance to impact the entire portfolio. It also keeps you focused on the long-term and reduces some of the emotion associated with watching individual stocks and bonds rise and fall in value over the short run.
Liquidity
Mutual funds are considered liquid investments because you can usually redeem (sell) your Shares as the need arises. Typically, your money is available within a couple of days or even the same day with a wire transfer of funds (restrictions may apply). When you redeem Shares you receive the price based on the net asset value of Shares at the end of the day you sell, minus any contingent deferred sales charges (if applicable).
To learn more about individual Tamarack Funds and the potential for each to help you meet your investment objectives, talk to your financial advisor or review our Fund Overviews. If you are ready to invest now, contact your financial advisor, or call 800.422.2766.
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