Mutual Funds
Access professionally managed investment portfolios designed to help you achieve your financial goals with BMA Advisors.
What Are Mutual Funds?
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. Managed by professional fund managers, mutual funds offer investors access to a wide range of asset classes and investment strategies.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. Each investor owns shares, which represent a portion of the holdings of the fund. This structure provides diversification, professional management, and accessibility to investors of all sizes.
Invest in Our Mutual Funds
Professional management meets diversification.
Our mutual funds are managed by experienced investment professionals who conduct thorough research and analysis to make informed investment decisions. By pooling resources, investors gain access to a diversified portfolio that would be difficult to achieve individually, while benefiting from professional management and ongoing oversight.
The BMA Advantage: Benefits of Mutual Funds
Our mutual funds are designed to provide investors with professional management, diversification, and accessibility.
Diversification
Spread risk across multiple securities and asset classes to reduce the impact of individual investment performance.
Professional Management
Experienced fund managers make investment decisions based on research, analysis, and market expertise.
Accessibility
Start investing with relatively small amounts, making professional portfolio management accessible to all investors.
Liquidity
Buy and sell fund shares on any business day, providing flexibility and easy access to your investment.
Variety of Options
Choose from equity funds, bond funds, balanced funds, and sector-specific funds to match your investment goals.
Regular Reporting
Receive regular updates on fund performance, holdings, and strategy through comprehensive reporting.
Types of Mutual Funds We Offer
Explore our range of mutual funds designed to meet diverse investment objectives and risk profiles.
Equity Funds
Invest primarily in stocks, offering potential for long-term capital appreciation. Suitable for investors seeking growth and willing to accept market volatility.
Bond Funds
Focus on fixed-income securities, providing regular income and capital preservation. Ideal for conservative investors seeking stable returns.
Balanced Funds
Combine stocks and bonds in a single portfolio, offering a balanced approach to growth and income with moderate risk.
Sector Funds
Concentrate investments in specific sectors or industries, allowing targeted exposure to areas of interest or expertise.
Ready to Start Investing in Mutual Funds?
Connect with one of our specialists to explore how our mutual funds can help you achieve your financial objectives.
Contact BMA Sales Representative