Investment Tutorial
 

5. Strategically Diversify Your Portfolio
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Strategically Diversify Your Portfolio

Assembling a diversified portfolio of various asset classes is a long and difficult task that requires a copious amount of attention, knowledge, and time.  That’s why working with professional money managers makes sense.  Not only are you putting your money to work with institutions which possess professionals with years of financial expertise and know-how, but you also receive a higher amount of diversification. In fact, many of these money managers offer their investment expertise to individual investors through mutual funds.

Mutual funds could potentially be an excellent investment vehicle for primary savings goals, such as college savings, retirement, and meeting a variety of your family’s future financial needs.  Currently, there are over 7,000 mutual fund portfolios for investors to choose from with a variety of investment objectives, so it is important for you to understand your risk tolerance and return expectation in order to help meet your investment goals.  Are you a conservative or an aggressive investor?  This question can be answered by examining your total investment timeline and risk tolerance level.  In other words, if the thought of losing any money makes you sick and you are nearing retirement, an aggressive portfolio is not for you.  After this question is answered, you will be able to make more educated decisions.

*Illustrations shown and returns do not reflect the results or performance of any particular investment or mutual fund.

***Shares of a mutual fund are not deposits of, or obligations of, or guaranteed by, any bank or its affiliates, or are they federally insured by the FDIC.  Investments in the funds involve investment risk, including the possible loss of principal.

*****Standard deviation is a statistical measure of a dispersion or variation in a distribution.

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Effective January 31, 2011, the Fund's Form N-MFP filings will be made publicly available via the SEC website and can be obtained by clicking the following link: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000885093&type=N-MFP&dateb=&count=20&scd=filings


Performance Funds distributed through BHIL Distributors, Inc. Member FINRA (www.finra.org)

Trustmark Investment Advisors, Inc. serves as the investment advisor to the Performance Funds and receives a fee from the funds for its services.

Mutual funds, annuities, and other investments are:

  • not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government or any state
  • not deposits, obligations, or guaranteed by BHIL Distributors,INC
  • subject to investment risks, including possible loss of the principal amount invested

These funds may not be available for sale in all states. Contact your investment professional concerning how/if you can purchase shares of the Performance Funds. Composition of each fund's holdings is subject to change.

An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus.  To obtain a prospectus, please call 1-800-737-3676.  Please read the prospectus carefully before investing.