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Anthony Penree
Financial Advisor
ABC Company
236 Broadway
Menands, NY 12204
Phone: 518-870-1081
Email: apenree@ltmclientmarketing.com
Website: ltmclientmarketing.com
Balanced funds are mutual funds* that offer a fixed allocation of stocks and bonds. Their investment goal is a mix of capital growth and income with low volatility.
The fund’s fixed-income component consists of investment-grade bonds, such as AAA-rated corporate debt and U.S. Treasuries, that provide income from interest. Stability from fixed-interest securities helps prevent wide fluctuations in the share price of a balanced mutual fund.
*Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Contact the issuing firm to obtain a prospectus which should be read carefully before investing or sending money. Because mutual fund values fluctuate, redeemed shares may be worth more or less than their original value. Past performance won’t guarantee future results. An investment in mutual funds may result in the loss of principal.
** Diversification cannot eliminate the risk of investment losses. Past performance won’t guarantee future results. An investment in stocks or mutual funds can result in a loss of principal.
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ABC Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative. * Securities offered through ABC Company, Member SIPC, 45 Prospect Ave, Albany, NY 12206.
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