Mutual Funds
Professionally managed, diversified portfolios that give you ownership of hundreds of securities through a single investment.
Overview
A mutual fund pools money from many investors to buy a diversified portfolio of stocks, bonds, or other securities managed by a professional manager. Owning a single fund can give you exposure to hundreds or thousands of holdings, instantly diversifying your risk.
Mutual funds are the building blocks of most retirement accounts and IRAs. They come in many shapes — index funds that track a market, actively managed funds that seek to beat it, and target-date funds that shift their allocation as a target retirement year approaches.
We select funds based on cost, tracking error, manager tenure, and how each one fits your overall allocation — not on past performance alone — and rebalance the mix on a schedule to keep your risk profile on target.
Key Benefits
- Instant diversification across hundreds of holdings
- Professional management and ongoing oversight
- Low-cost index and target-date options
- Scheduled rebalancing to maintain your risk profile
Interested in Mutual Funds?
Share a few details and a Lionheart advisor will reach out to answer your questions and see if mutual funds fits your plan.
Related Services
401(k) Rollovers
Move an old employer plan into an IRA you control — broader investments, clearer fees, and a single consolidated retirement account.
Learn moreTraditional IRAs
Tax-deferred retirement savings with deductible contributions for many earners — the foundation of a self-directed retirement plan.
Learn moreRoth IRAs
Pay tax now, withdraw tax-free later — and one of the most powerful estate-planning and retirement tools available.
Learn more