Mutual Funds, No Load Mutual Funds

Mutual Funds

Nearly 80 million Americans invest in mutual funds. What makes them so appealing? A mutual fund is a professionally managed offering that pools money from many investors to invest in a broad collection of securities such as stocks, bonds and other investment types.

Mutual funds are useful for investors seeking an easy and relatively inexpensive way to achieve diversification within a given set of investment area, such as large U.S. companies or high-grade corporate bonds. Some funds even take a “one-stop shop” approach, providing diversification across a variety of different kinds of investments (also known as asset classes).

SunTrust Investment Services, Inc. has access to and relationships with many of the top mutual fund companies in the industry today. These relationships allow our advisors to offer you effective solutions today and be aware of innovative solutions coming in the future.

SunTrust Investment Services has relationships with over 150 mutual fund companies, and works closely with a select few who offer the solutions we demand when we are working for our clients. Some of these core partners are:

  • Allianz Global Investors
  • American Funds
  • BlackRock
  • Eaton Vance
  • Columbia Funds
  • Federated Investors
  • Fidelity Advisor
  • Franklin Templeton
  • Hartford
  • Invesco
  • MFS
  • Oppenheimer
  • PIMCO
  • Putnam
  • Ridgeworth Funds
  • Transamerica Asset Allocation Funds
Disclaimers

Investors should consider the investment objectives, risks and charges and expenses of a mutual fund carefully before investing. A prospectus which contains this and other information can be obtained from your financial professional. Please read the prospectus carefully prior to investing.

Past performance cannot guarantee future success.

Diversification is no guarantee against loss.

Mutual Fund values fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

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Securities, Investment and Insurance Products and Services:

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  • Are Not Bank Guaranteed
  • May Lose Value

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