Affordability
Protect access to affordable investments that can secure your financial future.
Professional management for all incomes
Investment funds are an effective financial tool in building financial security, offering an affordable way to invest. There is an investment type that fits any budget, with many providers offering no or low account minimums. In fact, more than two-thirds of mutual fund-owning households earn less than $150,000 a year.
With more than 10,000 funds available, the fund industry competes to win your business, resulting in more choices for investors.
In 2022, 120.5 million investors owned shares of mutual funds, ETFs, closed-end funds, and unit investment trusts, thanks in part to low fees and affordable options.
Many investment funds provide an affordable way to invest in securities that might be otherwise inaccessible to an individual. For example, investors would have to deal with the expense and complexity of purchasing many individual securities to replicate the diversification offered in a single share of an investment fund.
Secure Financial Future is fighting to keep funds affordable for all investors, so they have access to affordable diversification.
