Mutual Funds

Mutual Funds are common investments when planning for retirement, saving for college, or trying to reach other financial goals. To learn more about how mutual funds work view our fact sheet below or utilize our mutual fund calculators.

Mutual Fund Advantages
Four attributes of mutual funds can work to your advantage:

1. Diversification
2. Professional Management
3. Liquidity
4. Convenience

Are you interested in a particular Fund Family? View the lists below:

• Click Here For Load Mutual Fund Families
• Click Here For No-Load Mutual Fund Families

The number and variety of funds available can be overwhelming. The good news is that most mutual funds can actually help simplify investing. We offer two easy ways to invest in mutual funds --once you've established an account you can buy and sell funds easily online making your own investment decisions OR you can meet with one of our Financial Advisors who can tailor an investment plan to help meet your specific investment objectives.

Call us at 1-800-392-3009 to schedule an appointment with one of our Financial Advisors or to open an account yourself.

Investment & Insurance Products:

Investment products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, and a Registered Investment Advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank.

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