Investment Tutorial
 

2. Every Percentage of Return Matters
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Every Percentage of Return Matters

While monthly investments are an important component of account growth, nothing affects an account value like the rate of return.  Examine the difference just a couple of percentage points can make on the rate of return.  Given a 20-year growth period, an increase or decrease of just two points of return can ultimately increase or take away up to $20,000 on an original investment of $10,000.

A low rate of return reduces the impact of compounding on the growing balance.  It is vitally important to outline your financial goals and select investments that help achieve those goals with a conservative expected rate of return.

*Return rates may vary over time and the potential for higher rates of return involves a higher degree of risk to principal.

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

***This illustration is hypothetical in nature, does not represent any specific investment, does not account for any fees or expenses associated with an actual investment.

****The funds do not offer tax advice. Since individual tax situations vary, this strategy may not be suitable for all investors.  Please consult your tax advisor to see how this information pertains to you.

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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.