Mutual Funds

A mutual fund is a company that brings together money from many people and invests it in stocks, bonds or other assets. The combined holdings of stocks, bonds or other assets the fund owns are known as its portfolio. Each investor in the fund owns shares, which represent a part of these holdings. 

NEA Valuebuilder
TD Ameritrade  

*All investments are subject to risk. Investment in bond funds are subject to interest rate, credit, and inflation risk. Carefully consider each underlying fund’s investment objective, risks, charges and expenses before investing. Talk with your professional advisor regarding your tax questions.