Know Your Mutual Funds

Posted on 12-13-2018

An estimated 100 million Americans — representing almost 45% of U.S. households — owned mutual funds in 2017.

These individual retail investors held about 90% of the $18.7 trillion in assets invested in U.S. mutual fund companies.

This week, Craig Siminski, of the Equity Design Group, shares some valuable information regarding this popular investment products.


Mutual funds offer a convenient way to participate in a variety of market activity that would be difficult for most investors to achieve by purchasing individual securities. With almost 8,000 funds available on the U.S. market, you should be able to find appropriate investments to pursue your goals. However, it’s important to periodically examine the mix of funds you hold.

If you are approaching retirement or already retired, this may be a good time to assess the risk level and growth potential of your funds, along with any other investments in your portfolio.

Keep in mind that even though it is generally wise to reduce risk as you near retirement, you may also need to pursue…

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Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.

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