Personal Wealth Management / Financial Planning
5 Mutual Fund Risks Every Investor Should Know
5 Reasons to Reconsider Your Mutual Fund
Is a mutual fund the best fit for a $500k+ portfolio? Discover five different risks investors with mutual funds face to determine if this investment aligns with your retirement goals.
Get Your Free GuideWhat Are the Pros of Mutual Funds—What Are the Cons?
Learn the truth about investing in mutual funds and whether they’re right for you. Uncover hidden pitfalls, such as:
- Complex fees and heavy costs
- Minimal personalization
- Low communication and vague guidance
Our goal in sharing these five pitfalls is to help answer fundamental questions you may have about achieving a comfortable retirement. It is also an opportunity to showcase how we think about money management. Fisher Investments Canada and its subsidiaries use a proprietary investment approach based on empirical data and careful analysis—even when it seems to go against conventional wisdom. If you like what you’ve read, have questions or simply want to learn more, we invite you to call us at (888) 291-0675. For qualified investors with $500,000 or more in investable assets, we offer complimentary portfolio evaluations. Of course, there is no obligation for these services.
Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns.