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Mutual Funds in 403(b)7 Plans                                      (back)

 

Mutual Funds are investment companies that pool the funds of investors to achieve a common financial goal. The pooled funds may be invested in stocks, bonds and money market instruments. A Mutual Funds investment can be split among many companies at any given time, allowing for diversification that may have required thousands of dollars and a great deal of time to achieve on your own. A fund company hires a manager to make its investment decisions.

Investors in a Mutual Fund share in profits and losses of the underlying investments. Since a Mutual Fund's performance is tied to the investment market, investors are subject to market risk; however with this risk comes the potential for a greater return than might be achieved in a fixed investment. Past performance is not indicative of future results. Investors shares, when redeemed, may be worth more or less than their original value.

Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully.  The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting The Seely Agency or www.lincolninvestment.com. Please read the prospectus before you invest or send money.

To learn how you can put Mutual Funds to work for you, contact a Seely Agency Representative. Your Advisor will help you create and execute a strategy that can put you on the road to financial freedom.

 

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Advisory Services and Securities offered through Lincoln Investment Planning, Inc.,
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC
Supervising Office: 218 Glenside Ave.
Wyncote, PA 19095
(800) 242-1421
The Seely Agency is a wholly owned subsidiary of Lincoln Investment Planning, Inc.