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Mutual Funds

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Other Important Information and Disclosures

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Diversifying. Your. Portfolio. Three words that strike fear in the heart of many investors. But the reality is, with the help of your financial representative to identify few well-chosen mutual funds, it can be relatively easy to keep your investment portfolio diversified.

A mutual fund is essentially a “basket” of individual securities that are managed by a professional fund manager. And because a mutual fund typically comprises many different securities within an asset class or combination of asset classes, it usually provides greater diversification than you could achieve on your own.

An Option to Consider: RS Investments. RS Investments is an experienced and highly respected fund management subsidiary of Guardian Investor Services (GIS). There are three key principles, in which RS Investments was founded, and continue to drive results today:

  • Distinct and specialized teams. RS Investments believes in the distinct advantages that true investment expertise can bring to a portfolio. Across the asset class spectrum, RS Investments’ mutual funds are driven by experienced, style-dedicated investment teams. RS Investments strives for investment excellence across Value, Core Growth, Growth, International, Natural Resources, and Fixed Income investment styles.
  • Clear alignment of interests. RS Investments believes in investing shoulder-to-shoulder with clients as a means to sharpen our focus and align our interests with yours. RS employees, officers, and directors invest in RS strategies and have significant ownership interests in the firm, testament to our partnership with clients and commitment to our mutual success. RS Investments succeed when our clients succeed.

RS Funds are sold by prospectus only. You should carefully consider the investment objectives, risks, charges, and expenses of the RS Funds before making an investment decision. The prospectus contains this and other important information. Please read it carefully before investing or sending money. To obtain a copy, please call 877-500-2388 or visit www.rsinvestments.com.

RS Investments is the marketing name for RS Investment Management Co. LLC and its affiliates. RS Investments is an independent subsidiary of Guardian Investor Services LLC (GIS). GIS is a registered broker-dealer, registered investment advisor, and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

Distributed by: GIS, 7 Hanover Square, New York, NY 10004

Guardian Investor Services LLC (GIS) is a member: FINRA, SIPC.

Not a Deposit | Not FDIC or NCUA Insured | May Lose Value | No Bank or Credit Union Guarantee