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Napkin Mutual FundsVideo

Account Id: 4394098893001

Player Id: bb60d070-b695-4c55-9162-a421ad370a53

Video ADA Text: Napkin Finance: Mutual Funds video

Transcript Browser Title: Video transcript: Napkin Finance: Mutual Funds video

Description: Learn the basics!

English

Video Id: 6269774914001

Audio Description Video Id: 6269775541001

Length (seconds): 101

Transcript: <h2>Note:</h2> <p>This video uses text and infographics, presented as napkin sketches, to illustrate and reinforce spoken content.</p> <p>Legal disclosures appear.</p> <h2>On screen:</h2> <p>INVESTMENT AND INSURANCE PRODUCTS ARE:</p> <ul> <li>NOT A DEPOSIT</li> <li>NOT FDIC INSURED.</li> <li>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</li> <li>NO BANK GUARANTEE</li> <li>MAY LOSE VALUE</li> </ul> <h2>Logo:</h2> <p>J.P. Morgan Wealth Management.</p> <h2>Note:</h2> <p>Upbeat background music plays.</p> <h2>On screen:</h2> <p>Mutual Funds.</p> <h2>Narrator:</h2> <p>Mutual Funds. Mutual funds are professionally managed investment vehicles that can offer an easy way to invest in a diversified portfolio.</p> <h2>On screen:</h2> <p>The Narrator's dialogue appears as written text on a napkin. A banner appears labeled: &quot;How.&quot;</p> <h2>Narrator:</h2> <p>Mutual funds pool investors' money, which can give a fund greater resources to invest with.</p> <h2>On screen:</h2> <p>A drawing shows a group of investors holding cash.</p> <h2>Narrator:</h2> <p>Next, a fund buys a portfolio of securities, such as stocks and bonds.</p> <h2>On screen:</h2> <p>A drawing shows stock and bond certificates.</p> <h2>Narrator:</h2> <p>Mutual funds may be managed by teams of investment professionals that adjust your portfolio on an ongoing basis.</p> <h2>On screen:</h2> <p>An infographic of a pie chart shows asset allocation.</p> <h2>Narrator:</h2> <p>When you invest in a mutual fund, the value of your shares moves up and down with the value of the fund’s investments. The potential benefits of investing in mutual funds include: diversification, because funds can hold hundreds or even thousands of individual securities…</p> <h2>On screen:</h2> <p>A pie chart infographic displays a diverse asset allocation.</p> <h2>Narrator:</h2> <p>…ease of buying and selling shares;</p> <h2>On screen:</h2> <p>A drawing shows two hands exchanging currency.</p> <h2>Narrator:</h2> <p>…low minimums to invest, with some funds requiring only small initial investments;</p> <h2>On screen:</h2> <p>An arrow (with a dollar sign inside) points downward.</p> <h2>Narrator:</h2> <p>…professional management by teams of investment professionals;</p> <h2>On screen:</h2> <p>A drawing shows an investment professional's hand shaking a client's hand.</p> <h2>Narrator:</h2> <p>…the ability to automatically reinvest dividends and capital gains, with many (though not all) funds allowing you to reinvest without incurring a sales fee.</p> <h2>On screen:</h2> <p>A dollar sign is surrounded by circular arrows.</p> <h2>Narrator:</h2> <p>As with all investments, the value of mutual funds can move up and down as the market changes. Do your homework and make sure that your investing goals and risk tolerance align with the mutual fund's mission and the types of investments that the fund holds.</p> <h2>Note:</h2> <p>Small print text appears</p> <h2>On screen:</h2> <p>Powered by Napkin Finance.</p> <h2>Logo:</h2> <p>J.P. Morgan Wealth Management.</p> <h2>Note:</h2> <p>Legal disclosures appear.</p> <h2>On screen:</h2> <p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p> <p>Asset allocation/diversification does not guarantee a profit or protect against a loss.</p> <p>Past performance is not a guarantee of future results.</p> <p>The price of equity securities may rise or fall due to the changes in the broad market or changes in a company’s financial condition, sometimes rapidly or unpredictably. Equity securities are subject to ‘stock market risk’ meaning that stock prices in general may decline over short or extended periods of time.</p> <p>In general, the bond market is volatile and bond prices rise when interest rates fall and vice versa. Longer term securities are more prone to price fluctuation than shorter term securities. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss. Dependable income is subject to the credit risk of the issuer of the bond. If an issuer defaults no future income payments will be made.</p> <p>When investing in mutual funds or exchange-traded and index funds, please consider the investment objectives, risks, charges and expenses associated with the funds before investing. You may obtain a fund's prospectus by contacting your investment professional or visiting the fund company's website. The prospectus contains this, and other information, which should be carefully read before investing.</p> <p>This video and its content have been developed for J.P. Morgan Securities LLC clients and prospects, is for informational and educational purposes only, and is designed to provide general market commentary and information relating to certain services offered by J.P. Morgan Securities LLC, an affiliate of JPMorgan Chase &amp; Co. Opinions expressed herein are those of the author and may differ from those of other J.P. Morgan employees and affiliates. The information in no way constitutes J.P. Morgan research and should not be trusted as such. Further, the views expressed herein may differ from that contained in J.P. Morgan research reports.</p> <p>The information and views expressed are not intended to provide specific advice or recommendations for any individual. You should carefully consider your needs and objectives before making any decisions.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA, and JPMCB are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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