Mutual funds provide a simple and convenient way to invest. They can help you achieve your financial goals by offering diversification,1 growth potential and risk management.
When you invest in mutual funds, you’re pooling your money with other investors to buy stocks, bonds, short-term securities or a combination of these investments. You own shares of the mutual fund and are known as a shareholder. Each fund has its own specific objectives that the portfolio manager works to achieve, such as long-term growth or income.
As you consider alternatives for your investment portfolio, your local Farm Bureau agent can help you with mutual funds options from the following fund families:
• American Funds
• Federated Investors, Inc.
• Fidelity Investments
• Franklin Templeton Investments
• J.P. Morgan Asset Management
• Lord Abbett
Our agents can utilize their knowledge to help you determine how to meet your long-term goals. Your Farm Bureau agent can also help you with retirement plans, education funding and annuities.
If you were an EquiTrust Mutual Funds shareholder, you should have received a comprehensive overview of the proposal along with corresponding proxy materials in June 2011. Find a local agent.
If you were a shareholder of an EquiTrust Series Fund portfolio(s), please contact the Federated Funds Call Center at 1-800-245-5051, option 2 or visit www.federatedinvestors.com for additional information and to set up account access.
1Diversification does not guarantee a profit or protect against a loss.
IMPORTANT: The information and material contained on this Web site is not an offer to sell or a solicitation to buy any security or any insurance product in any jurisdiction. No security or other insurance product is offered or will be sold in any jurisdiction in which such offer or solicitation purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction. Not all products are available in all states. Exclusions, limitations and reductions may apply. This Web site briefly highlights Farm Bureau's insurance policies and their benefits. The contract is contained only in the policy. Farm Bureau products are offered by Farm Bureau agents. For more information about any Farm Bureau product, please contact your local agent or nearest office using the Agent Locator.
Mutual funds and municipal fund securities are subject to market risk and possible loss of principal. This and other important information is contained in the prospectus and in the issuer's official statement, which can be obtained from a registered representative and should be read carefully before you invest or pay money. Investors should consider the investment objectives, risks, charges and expenses carefully before investing.
Agent must be a registered representative of FBL Marketing Services, LLC to discuss mutual funds or variable products.