Mutual funds are popular investment vehicles because they offer portfolio diversification, professional management, liquidity and convenience. Ameritas Investment Corp. has selling agreements with more than 300 mutual fund companies with access to over 10,000 individual fund opportunities.
Mutual funds pool money from individual and institutional investors and then use that money to invest in a selection of securities. Securities are handpicked by the portfolio manager to suit the objectives of the fund. All shareholders of a fund share proportionately in the fund’s gains or losses. Mutual funds are required by the Securities and Exchange Commission (SEC) to provide a prospectus, which discusses a fund’s objective, fees and services, as well as other detailed information.
Unit Investment Trusts
A unit investment trust is an investment company with a pooled portfolio of stocks, bonds or other securities. Many opportunities exist for investing in unit investment trusts. Our registered representatives are experienced in guiding investors who are interested in this type of investment vehicle.
Securities products are subject to investment risk, including possible loss of principal. Before investing, carefully consider the investment objectives, risks, limitations, charges and expenses of the product and any underlying investment options. This information can be found in the product and investment option prospectuses. Copies are available from your registered representative or AIC. Please read carefully before investing.