Investment Tutorial
 

9. Summary
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The Steps to Smart Investing



Use your knowledge to make the most of your investment savings!


As we have seen, the fundamentals of smart investing are:

  • Invest for the long term.
  • Start now in an effort to reap the benefits of compounding.
  • Stick to a regular savings plan - even small amounts add up!
  • Carefully evaluate your investment goals and choose the level of potential return and risk that will work best for you.
  • Don't let inflation erode your savings.
  • Use a tax-deferred savings vehicle - you may thank yourself later.
  • Know your financial situation before you start planning your retirement.






   

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.