Mutual Funds

Mutual Funds are pools of money that are managed by an investment company and regulated by the Investment Company Act of 1940. They offer investors a variety of goals, depending on the fund and its investment charter. There are funds that seek to generate income on a regular basis, preserve an investor's money and still others seek to invest in companies that are growing at a rapid pace. Funds can impose a sales charge, or load, on investors when they buy or sell shares. No-load funds impose no sales charge.

At Ramirez we offer a multitude of investments opportunities in load and no-load mutual funds. With our experienced financial consultants and the use of our in house mutual fund analyst, we can design a portfolio of mutual funds that are best suited for an individuals needs.

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*Before your invesment in a mutual fund your Samuel A. Ramirez & Co. representative will provide a prospectus containing more complete information including management fees, sales charges and expenses.