AN INVESTOR’S TOUR OF

MUTUAL FUNDS

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1WHERE

AM I TODAY?

2WHERE

WOULD I LIKE TO BE?

3CANI GET

THERE?

4HOW DO

I GET THERE?

5HOW CAN I STAY ON TRACK?

MY FINANCIAL

NEEDS

®

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Mutual FundsFeatures

Benefits and Trade-offs

Which Fund Is Right for Your Needs?

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YOUR PASSPORT TO Mutual Fund Features

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What is a mutual fund?

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Mutual Fund Features• Interest & Dividends

• Share Price

• Net Asset Value (NAV)

• Capital Gains

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Mutual Fund Features• Interest & Dividends

• Share Price

• Net Asset Value (NAV)

• Capital Gains

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Mutual Fund Features• Interest & Dividends

• Share Price

• Net Asset Value (NAV)

• Capital Gains

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Fees

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Your Portfolio

Prospectus

Fund Objective

Management Team

Volatility

Fees and Expenses

A MAP TO Mutual Fund

Selection

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Mutual Funds’ Role in Your Portfolio

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MUTUAL FUND Benefits and Trade-offs

Benefits

Diversification

Professional management

Liquidity

Discipline

Choice

Call and prepayment riskShare performance riskFluctuation risk

Trade-offs

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Mutual Funds Summary

Benefits

Your Portfolio

Annual Review

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Mutual FundsMutual fund investing involves risk. Your principal and investment

return in a mutual fund will fluctuate in value. Your investment,

when redeemed, may be worth more or less than the original cost.

Mutual fund prospectuses contain more complete information,

including the fund’s investment objectives, risks, and charges and

expenses as well as other important information that should

be carefully considered. Your financial advisor can provide a

prospectus, which you should read carefully before investing or

sending money.

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&AnswersQuestions

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Thank You

www.edwardjones.com Member SIPC

Please Complete Your Evaluation Now

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