Investment Basics

Mutual Funds
Mutual funds pool your investment dollars with those of many other investors. Investing in a mutual fund allows you to participate in the performance of the Fund's underlying investments.

There are many advantages to investing in mutual funds, including:

Convenience – you can purchase mutual funds in small monthly increments, and elect to automatically reinvest any dividends or income to purchase additional units of the fund.

Diversification – mutual funds are available in a variety of industries, asset classes, and geographic regions; they have a wide range of management styles and objectives.

Liquidity – you can have income systematically withdrawn on a frequency that suits your needs. Generally, you may sell your mutual fund investment on any business day and receive the proceeds after three business days.

Professional Management – mutual funds have a wide range of management styles and objectives.

With more than 4,000 funds offered in Canada, how do you choose the right one(s) for you? Your BMO Nesbitt Burns Investment Advisor can help to simplify your investment decisions. We have an entire department dedicated to providing mutual fund research as a resource for our Investment Advisors. Together with your Investment Advisor, you will be able to choose with confidence from our recommended list of funds.

Getting started is easy. BMO Nesbitt Burns Wealth Administrator® allows you to set up regular, pre-authorized contributions to your mutual fund account. You will benefit from the power of dollar cost averaging, and the convenience of automatic withdrawals.

For further information, please see:

• BMO Nesbitt Burns Group of Funds
• Approved Third Party Funds
• BMO Nesbitt Burns Wealth Administrator

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

Note: BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée (collectively "BMO Nesbitt Burns") provide this web page to clients for informational purposes only. The information contained herein is based on sources that we believe reliable, but is not guaranteed by us, may be incomplete or may change without notice.