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Investments


Mutual Funds

Working with Woodmen Financial Services, you will know a feeling of confidence. Your registered representative will assist you in selecting the products that are the best options for your individual needs and goals. You will have confidence stemming from a professional registered representative keeping your interests always in mind.

The strong and diversified mutual funds offered through Woodmen Financial Services can help you stand confidently facing the future, with your financial goals in sight.

Mutual funds are a popular investment. A mutual fund is simply an investment that allows people with similar financial goals to pool their resources with thousands of other investors. Professional money managers invest that pool of money in dozens of securities that meet the objectives of the fund.

Each fund may own many different stocks, bonds or specialty investments. This allows well-performing stocks within a fund to offset those that are not growing as rapidly, offering cost efficiencies individual investors could not otherwise manage for themselves. Although, as with all investments, you may lose money in a mutual fund.

Growth Funds — Growth funds typically invest in companies with a history of rapidly gorwing earnings and generally higher price-to-earnings (P/E) ratios.

Growth-and-Income Funds — Growth-and-Income funds are for investors who seek both growth of capital as well as current income.

Equity-Income Funds — Equity-Income funds invest in a mix of dividend-paying stocks and bonds to give share-holders immediate income and growth of capital.

Balanced Funds — Balanced funds seek to preserve capital and provide income to shareholders by maintaining a mix of bonds, common stocks, preferred stocks and short-term securities.

Bond Funds — Some bond funds focus more directly on one particular type of bond, while others will seek a wider stance and diversify across categories.

Tax-Exempt Bond Funds — Tax-exempt bond funds are for investors who wish to purchase bonds that are not subject to federal taxation.

 


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