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Basics of mutual funds


Why a fund?

Investing on your own can be daunting. Many investors don’t have the time, resources, or in-depth knowledge of investments to build a diversified portfolio and effectively manage risk. Selecting the right individual securities can be challenging, and if a window of opportunity for your portfolio passes, it’s gone.

Mutual funds offer an excellent solution. Each fund is managed by a professional advisor who follows the investing method described for the fund. This allows you to take the guesswork out of managing your portfolio and invest in a way that fits your investing plan.

Getting started with a mutual fund is as simple as opening an account online and buying shares of the fund. It’s that easy to get serious about your investment goals.

Open an account


Advantages of a Mutual Fund

Diversification
When you invest in a mutual fund, you have exposure to many more securities than can be bought as an individual portfolio with the same funds, at a significantly lower initial investment.
Lower Risk
Diversifying your holdings reduces your risk by limiting exposure to a particular holding. If one holding under performs, the other positions can help offset it.
Professional management
You don't have to be an investing guru to manage your fund. A professional adviser manages the holdings in the fund so you can focus on what you do best.
Lower Cost
Mutual funds charge an expense ratio versus the per-transaction costs for individual securities. Transaction fees can really add up if your portfolio is active. Owning a mutual fund can reduce this cost by purchasing shares in one transaction, and no-load funds do not charge a fee at the time of purchase.
Convenience
You can trade mutual funds online simply by logging into your account. You can also trade by phone. So sit back, relax, and leave the portfolio management to the professionals behind the mutual fund.

Sirius's Investment Philosophy
Find out more about the Sirius Fund

Basics of mutual funds

Why a fund?

Investing on your own can be daunting. Many investors don’t have the time, resources, or in-depth knowledge of investments to build a diversified portfolio and effectively manage risk. Selecting the right individual securities can be challenging, and if a window of opportunity for your portfolio passes, it’s gone.

Mutual funds offer an excellent solution. Each fund is managed by a professional advisor who follows the investing method described for the fund. This allows you to take the guesswork out of managing your portfolio and invest in a way that fits your investing plan.

Getting started with a mutual fund is as simple as opening an account online and buying shares of the fund. It’s that easy to get serious about your investment goals.

Open an account

Advantages of a Mutual Fund

Diversification
When you invest in a mutual fund, you have exposure to many more securities than can be bought as an individual portfolio with the same funds, at a significantly lower initial investment.
Lower Risk
Diversifying your holdings reduces your risk by limiting exposure to a particular holding. If one holding under performs, the other positions can help offset it.
Professional management
You don't have to be an investing guru to manage your fund. A professional adviser manages the holdings in the fund so you can focus on what you do best.
Lower Cost
Mutual funds charge an expense ratio versus the per-transaction costs for individual securities. Transaction fees can really add up if your portfolio is active. Owning a mutual fund can reduce this cost by purchasing shares in one transaction, and no-load funds do not charge a fee at the time of purchase.
Convenience
You can trade mutual funds online simply by logging into your account. You can also trade by phone. So sit back, relax, and leave the portfolio management to the professionals behind the mutual fund.

Sirius's Investment Philosophy
Find out more about the Sirius Fund