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Mutual Funds at Barker Insurance Services

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Not many people are experts at picking stocks, bonds and money market instruments that consistently outperform the market. Mutual funds can offer you the benefit of experienced professionals. Run by money managers, funds are actually owned by many individual investors, whose funds are pooled and invested in a range of carefully chosen stocks, bonds and money market instruments.

Products Available:

• Mutual Fund Families: Allstate has partnered with several highly regarded mutual fund families to offer you a range of mutual fund investment options. These include: AIM Investments, American Funds, Fidelity Investments, Lord Abbett and OppenheimerFunds.
• Stock, Bond & Money Market Funds: Stock funds (or equity funds) generally seek to achieve long-term growth by investing primarily in stocks. Bond funds generally seek to provide a dependable, but usually lower, rate of return than stock funds by investing only in corporate or government bonds. Money market funds (or cash equivalent funds) seek to preserve your investment by investing in high-quality, short-term securities such as U.S. Treasury Bills and certificates of deposit (CDs).

To find out more about mutual funds, or to schedule an appointment, call Barker Insurance Services today.

Please visit my Allstate Agency Web Site to get more information on the Allstate products and services I can offer.




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