Mutual Funds

When you decide to invest in a mutual fund, you are purchasing shares of that particular mutual fund and become a shareholder of the fund. A mutual fund is a financial instrument that allows investors to pool their money with a particular investment objective. The mutual fund’s manager is responsible for investing the pooled money into specific securities, usually stocks or bonds.

Hennion & Walsh will help you choose the right type of mutual fund that works for you. Contact us today.

Who Should Invest In Mutual Funds?

Individuals who seek portfolio diversification.


  • Professional Management – Professional money managers research, select, and monitor the performance of the securities a fund purchases.
  • Diversification – Diversification is an investing strategy that can be neatly summed up as “Don’t put all your eggs in one basket.” Spreading your investments across a wide range of companies and industry sectors can help lower your risk if a company or sector fails. Some investors find it easier to achieve diversification through ownership of mutual funds rather than through ownership of individual stocks or bonds.
  • Affordability – Some mutual funds accommodate investors who don’t have a lot of money to invest by setting relatively low dollar amounts for initial purchases, subsequent monthly purchases, or both.
  • Liquidity – Mutual fund investors can readily redeem their shares at the current Net Asset Value (NAV) – plus any fees and charges assessed on redemption – at any time.

Your Hennion & Walsh investment professional will provide you with an array of strategies and mutual funds that may be right for your investment strategies.

All investments involve risk, including loss of principal. Past performance does not guarantee future returns. Diversification does not insure profit or protect against loss in a declining market. Contact us for a prospectus which contains information about a fund’s investment goals, sales charges, expenses, and risks. Please read the prospectus carefully before investing.

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