Diversification & Asset Allocation
Two terms you'll hear when looking for an investment strategy are "diversification" and "asset allocation." While they may have similar meanings, they are different approaches to investing.
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Asset Allocation Example
You may also purchase shares of a money market fund, generally considered a lower risk than stocks or bonds, as part of an asset allocation strategy. Money market funds attempt to keep a set price and hold short—term investments such as government and high quality corporate debt securities.
Mutual Funds are not insurance products and are distributed through representatives of State Farm Investor Services (Canada) Co. State Farm Investor Services (Canada) Co. is a separate legal entity from State Farm Mutual Automobile Insurance Company, or any of its insurance affiliates.
Please read the applicable Fund Facts before investing. Commissions, trailing commissions, management fees, and expenses may be associated with mutual fund investments.
Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.
Neither State Farm nor its agents provide tax or legal advice. Please consult a tax or legal advisor for advice regarding your personal circumstances.
State Farm Investor Services (Canada) Co. Aurora, Ontario.