One of the more familiar and popular investment vehicles is the Mutual Fund. Companies that offer these investments will pool the money of many investors and place it into stocks, bonds, money-market instruments and other securities. The goal is to provide capital gains and income for the investors.
One of the most important features of mutual funds is that they enable small investors to participate in an investment that can be both diversified and professionally managed. There are many different types of mutual funds, each with a different investment objective, strategy and investment portfolio. Each fund also varies by risk, volatility, fees and expenses. The different types of mutual funds include:
- Index Funds
- Stock Funds
- Bond Funds
- Money Market Funds
First Hawaiian Bank’s Wealth Advisors share the expertise and experience that can only come with decades of helping people in our community with their investment needs. To find out how Mutual Funds can help you achieve your financial goals, call us at (808) 525-5159 or toll free at (877) 643-4344 or stop by any First Hawaiian Bank branch nearest you and ask to speak with a Wealth Advisor.
All investments are subject to risk. Diversification does not ensure a profit or protect against a loss in a declining market. An investment in a mutual fund is subject to risk similar to those of its underlying securities. Investments in bond funds are subject to interest rate, credit, and inflation risk. Prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks. Foreign investing involves additional risks including currency fluctuations and political uncertainty. Stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries.
Before investing in a mutual fund, be sure to carefully consider the fund’s objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please contact your financial advisor. Please read the prospectus carefully before investing.
999 Bishop Street, Suite 1850; Honolulu, HI 96813 | P: (808) 525-5159 or toll free at (877) 643-4344
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Hawaiian Advisors, First Hawaiian Bank and First Hawaiian Bank Wealth Management Group are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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