Investment Tutorial
 

1. Compound Strategy
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Compound Strategy

When investing (unlike other things in life) time is your ally!  Rule number one is, "Time, not timing".  The earlier you start, the longer your money has time to grow for you.

Additionally, the more you invest each month (even if it’s just a small amount), the more your money is compounded every month.  Compounding occurs when earnings accrue over time.  Simply put, your account generates more earnings based on the growing balance.  Compare the growth of three different monthly investment amounts over a 20 year period.

Assuming an 8% annual return, a $100 a month investment would have yielded a total of $58,931 over 20 years.  A $250 monthly investment, assuming an 8% annual return, would have amounted to $88,397 more than a $100 a month investment.  Better still, a $500 monthly investment, assuming an 8% annual return, would have grown to $294,657, 80% greater than a $100 monthly investment!  The $500 investment, which yielded an 80% greater return was due to a greater monthly amount invested.

Quite simply, the more that is invested on a regular basis and the longer the investment horizon, the greater the potential for growth.

*This illustration is hypothetical in nature, does not represent any specific investment, and 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.

***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.

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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.