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Mutual Fund Basics

  • Overview
  • ABCs of investing
  • What are mutual funds?
  • Types of mutual funds
  • Understanding risk
  • Market perspective »
    • Jim Rothenberg on the year ahead
    • Taking a look at world markets
    • Strategies for dealing with market volatility
    • Nearing retirement in a volatile market
    • Take a positive look at negative numbers
    • Feeling emotional about your investments?
    • Guide to market recoveries
    • Market declines — A little history
    • Three lessons from market declines
    • Recessions: Keeping perspective
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Market perspective

Investor emotions and confidence can rise and fall with the latest market news. We hope the following resources help provide you with some perspective.

Investing resources
Strategies for dealing with market volatility

Don’t forget the fundamental principles of investing, especially during difficult times. Learn more

Nearing retirement in a volatile market

Volatile markets are especially difficult for those nearing or in retirement. Here are seven ways to deal with those ups and downs. Learn more

Take a positive look at negative numbers

If your quarterly statement has you worried, you’re not alone. Keep your eye on the future and not on the daily fluctuations. Learn more

Feeling emotional about your investments?

Market ups and downs can cause investors to do the wrong thing at wrong time. Learn more

Market history
  • Jim Rothenberg on the year ahead

    Review of the investment landscape for 2012 and insights on the coming year.

  • Taking a look at world markets

    Get insight into the complex global investment landscape.

  • Guide to market recoveries

    Counter feelings with facts from past declines and their subsequent recoveries.

  • Market declines — A little history

    Put market declines in perspective with this historical comparison.

  • Three lessons from market declines

    Past market declines can provide meaningful lessons and perspective.

  • Recessions: Keeping your perspective

    See how more than a dozen recessions have come and gone since 1931.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional or downloaded and should be read carefully before investing.

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