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Dianne Williams Wildt, MBA
Certified Retirement Counselor®
Since 1983 in the financial services and investment industry
Retirement Pathways, Inc.
4500 Bowling Blvd., Suite 100
Louisville, KY 40207
Phone: 502-797-1258
Email: dianne@retirementpathways.com
Website: www.retirementpathways.com
How do you compare a mutual fund’s* performance to its peers’? A mutual fund company may compare a fund to a benchmark whose makeup, ideally, bears the closest resemblance to the fund. A fund’s mix of investments by company size and its primary sectors, investing style and geography are among the pertinent factors needed to choose an appropriate benchmark.
* Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. Contact the issuing firm to obtain a prospectus, which should be read carefully before investing or sending money. Because mutual fund values fluctuate, redeemed shares may be worth more or less than their original value. Past performance won’t guarantee future results. An investment in mutual funds may result in the loss of principal. Diversification does not ensure a profit or protect against loss in a declining market. There is no assurance that a diversified portfolio will achieve a better return than a non-diversifed portfolio. IMPORTANT: Investments in stocks, bonds and mutual funds, are not FDIC-insured and are subject to fluctuation in value and market risk, including loss of principal. Past performance is never an indication or guarantee of future results.
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Investment advisory services offered through American Capital Management, Inc., a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Capital Management, Inc.
Retirement Pathways, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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