Why Mutual Funds?


The Part Diversity Plays

Most funds diversify their holdings by buying a wide variety of investments that correspond to their category. A typical stock fund, for example, might own stocks in 100 or more companies providing a range of different products and services. The charm of diversity is that losses on some stocks will often be offset - or even outweighed - by the gains on others.

On the other hand, some funds are extremely focused. For example:

  • Sector Funds buy shares in a particular industry, such as healthcare, technology or utilities.
  • High-Yield Bond Funds buy risky bonds to produce high income.