Who can afford to invest in hundreds of different companies? When you buy a share of a mutual fund, you pool your money with thousands of other investors. So it’s more affordable to spread your money over many investment opportunities.
Invest in company stocks, also known as equities. Stocks typically carry a greater amount of risk than bonds, since share values go up and down with a company’s profits and losses.
hold more stable investments like Treasury bonds, municipal bonds or corporate bonds. These are called “fixed income” investments, and they are generally less risky than stocks. But they’re also less likely to grow as much.
invest in very short-term bonds and cash-like investments. These may be the least risky, but their investors don’t expect big returns.
A mutual fund is a type of investment vehicle that pools money from multiple investors to purchase a portfolio of securities such as stocks, bonds, and other assets 1. Mutual funds are operated by professional money managers who allocate the fund’s assets and attempt to produce capital gains or income for the fund’s investors 1. The portfolio of a mutual fund is structured and maintained to match the investment objectives stated in its prospectus.
Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund 1. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund—derived by aggregating performance of the underlying investments 1.
There are several types of mutual funds, including stock funds, bond funds, asset allocation funds, target-date funds, and more 2. Mutual funds charge annual fees, expense ratios, or commissions, which may affect their overall returns 1. Employer-sponsored retirement plans commonly invest in mutual funds.
The value of a mutual fund depends on the performance of the securities in which it invests. When buying a unit or share of a mutual fund, an investor is buying the performance of its portfolio or, more precisely, a part of the portfolio’s value. Investing in a share of a mutual fund is different from investing in shares of stock. Unlike stock, mutual fund shares do not give their holders any voting rights. A share of a mutual fund represents investments in many different stocks or other securities. The price of a mutual fund share is referred to as the net asset value (NAV) per share 1.
American Funds is a mutual fund company that has been in business for over 90 years and manages over $2.2 trillion in assets. The company is part of Capital Group, which offers a range of investment products and services. American Funds provides a variety of managed equity and fixed income mutual funds, including growth stock funds, equity-income funds, balanced funds, taxable bond funds, tax-exempt bond funds, and money market funds.
American Funds is known for its long-term focus and has something for everyone. The company’s investment philosophy is centered around the idea of investing in companies with strong fundamentals that are expected to perform well over the long term.
Between the due diligence, the financing, and a highly competitive market, identifying and securing a replacement property in such a short window of time can be difficult.
Purchase a diversified portfolio of American Funds in a single transaction.
Easily incorporate the funds into your investment portfolio based on common objectives.
Separate assets that you want to protect from those you’re willing to subject to more volatility to pursue long-term goals.
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 and should be read carefully before investing.
Allocations may not achieve investment objectives.
DISCLOSURE
This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Securities offered through Stax Capital, Member FINRA & SIPC. Stax Capital is located at 7960 Entrada Lazanja, San Diego, CA 92127. Contact us toll free at 844-427-1031. Private Placements and Direct Participation Programs are speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in Private Placements and Direct Participation Programs. Private Placements and Direct Participation Program offering materials are not reviewed or approved by federal or state regulators. Investors should not place undue reliance on hypothetical or pro forma performance summaries. Investors must conduct their own due diligence and should rely on the advice of their own financial, tax and legal advisors prior to making any investment decisions.
The contents of this website are neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Investing in real estate and 1031 exchange replacement properties may not be suitable for all investors and may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. Neither Stax Capital nor any of its representatives provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision. Pursuant to SEC rule 501 of Regulation D, prior to engaging in substantive discussions regarding DST specific investments, investors must first be qualified as an accredited investor, by way of meeting certain income or net worth requirements.
Past performance is not an indication of future returns.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Stax Capital or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
There are substantial risks in the DST Investment program. This type of investment is speculative, is illiquid, and carries a high degree of risk – including the potential loss of the entire investment. See the “risk factors” in the Private Placement Memorandum for a complete discussion of the risks relevant to DST offerings. Investors have no control over management of the Trust or the property. There is no guarantee that investors will receive any return. Distributions may be derived from sources other than earnings. The property will be subject to a Master Lease with an Affiliate of the Sponsor. The property will be subject to the risks generally associated with the acquisition, ownership and operation of real estate including, without limitation, environmental concerns, competition, occupancy, easements and restrictions and other real estate related risks. The properties may be leveraged. The Manager, the Master Tenant and their Affiliates will receive substantial compensation in connection with the Offering and in connection with the ongoing management and operation of the property. The Manager, the Trust, the Master Tenant and their Affiliates will be subject to certain conflicts of interest. An investment in the Interests involves certain tax risks.
