Mutual Funds at Merrill Lynch
嚜燐utual Funds at Merrill Lynch
Merrill Lynch offers a comprehensive range of mutual fund investment options that include more than 5,400
funds from 270 mutual fund companies. This competitive offering is supported by proprietary analysis and
professional advice to help investors select the most appropriate funds for their investment strategy.
Why should you consider mutual funds at
Merrill Lynch?
If you want to build a portfolio that is closely aligned with
your wealth management objectives while benefiting from
the professional advice and guidance of your Financial
Advisor, consider mutual funds at Merrill Lynch.
What are the benefits of mutual funds at
Merrill Lynch?
Choose from more than 5,400 funds
? Merrill Lynch offers a comprehensive range of mutual
funds to suit every kind of investor and investment
strategy.
? You have access to more than 5,400 funds from 270 fund
families.
? Equity mutual funds allow investors to benefit from the
long-term potential of equity investing without the
concentrated risks associated with investing in a small
number of companies.
每 Fee-based advisory programs to address your long-term
investment strategy with ongoing advice
Your Financial Advisor can give you more information about
these services and programs.
Customize your mutual fund investments
To make sure your mutual fund choices suit your long-term
investment strategy, you, with the help of your Financial
Advisor, can identify your individual needs, goals, risk
tolerance, investment time horizon and liquidity needs. This
will serve as the basis of your asset allocation model〞
chosen from a spectrum that ranges from conservative
to aggressive.
Your Financial Advisor uses proprietary analysis tools to help
you select appropriate funds for your individual profile,
investment objectives and asset allocation model.
Diversify your investment allocations
? Using your asset allocation, you and your Financial Advisor
can diversify your fund holdings by size, style and sector.
? In addition to equity mutual funds, you can select from a
wide range of fixed income funds, either taxable or taxexempt, such as municipal bond funds.1 You also have a
choice of balanced funds that combine equity and fixed
income securities.
每 ※Size§ refers to the size of a portfolio company*s
capitalization or total market value, generally divided
into small-cap (a total market value of less than $1
billion), mid-cap (between $1 billion and $5 billion) and
large-cap (over $5 billion).
? Beyond the depth and breadth of our fund choices, you
can benefit from:
? Large-cap companies, such as those represented on
the Dow Jones Industrial Average, are generally
considered less volatile investments than mid- or
small-caps.
每 Services for automated investment that allow you to
benefit from dollar cost averaging and systematic
withdrawal
? Small-caps may have the potential for higher returns
but usually carry greater risks.2
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith
Incorporated (※MLPF&S§) and other subsidiaries of Bank of America Corporation (※BAC§).
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
MLPF&S is a registered broker-dealer, a registered investment adviser and Member SIPC.
Merrill Lynch makes available certain investment products sponsored, managed, distributed or provided by companies that are
affiliates of BAC or in which BAC has a substantial economic interest, including BofA? Global Capital Management.
每 ※Style§ refers to the fund*s overall investment strategy〞
typically value, growth or a blend. Value funds typically
invest in stocks with low prices relative to earnings or
assets. Growth funds generally invest in stocks with
potential for above-average earnings and growth rates.
每 ※Sector§ refers to the type of industry in which a fund*s
assets are invested, including areas such as energy,
utilities, health care and technology.
? To help reduce the risks of market volatility, your Financial
Advisor can help you implement diversification in your
overall investment strategy using an effective combination
of mutual funds.
? Diversification and asset allocation do not ensure a profit
or protect against a loss in declining markets.
Benefit from dollar cost averaging
? Dollar cost averaging may be an effective strategy for
executing a long-term mutual fund investment plan.
? Merrill Lynch*s Automated Investment Program enables
you to easily implement a dollar cost averaging strategy to
invest regular fixed amounts in specific mutual funds on an
ongoing basis.
? You can invest monthly, quarterly, annually or on any
other regular schedule that you choose.
? This technique ensures that you buy more shares when
prices are low and fewer when prices are high, resulting in
a lower average cost per share. It builds a portfolio over
time while limiting the effect of the volatility and
unpredictability of stock market cycles.
? Neither dollar cost averaging nor any other systematic
investment program ensures a profit or protects against
losses in a declining market.
Fund families available at Merrill Lynch
Aberdeen
Alger
AllianceBernstein
Allianz
Alpine
ALPS
Altegris
American Century
American Funds
AMIDEX
Angel Oak
Aquila
Arrow
Aurora
BlackRock
Brookfield
Calamos
Calvert
Cohen & Steers
Columbia
Credit Suisse
Davis
Delaware
Diamond Hill
Dreyfus
DWS Investments
Eagle
Eaton Vance
Emerald
Equinox
FAMCO/ARI MLP
Federated
Fidelity Advisor
First Eagle
Forward
FPA
Franklin Templeton
Gabelli
Goldman Sachs
Hancock Horizon
Hartford
Hatteras
Henderson Global
Highland
Hotchkis and Wiley
Huntington
ICON
ING
Invesco
ISI*
IVA
IVY
Janus
John Hancock
JPMorgan
Keeley
Kinetics
Lateef
Legg Mason
Lord Abbett
Mainstay
MFS
Munder
Nationwide
Natixis
Neuberger Berman
Nomura
Nuveen
Olstein
Oppenheimer
Pacific Life
PIMCO
Pioneer
PNC
Poplar Forest
Principal
Prudential
Putnam
Quaker
Ramius
Ridgeworth
RS Investments
Russell
Security Global
Sentinel
Snow
Stadion
Sterling
SunAmerica
Thornburg
Timothy Plan
Touchstone
Transamerica
Transparent Value
UBS
Van Eck
Victory
Virtus
Wells Fargo
WHV
Zacks
* Eligible for subsequent purchases only.
2
Merrill Lynch*s fee-based programs also include the following fund families:
Absolute Strategies
AH Lisanti
AKRE
Amana
American Beacon
Ameristock
Angel Oak
Appleseed
AQR
Arbitrage
Ariel
Artio Global
Artisan
Aston
Ave Maria
Avenue Capital
Baird
Baron
BBH
Beck, Mack & Oliver
BMO
Brandywine
Bright Rock
Brookfield
Brown Advisory
Buffalo
Caldwell Orkin
Cambiar
Causeway
CBRE Clarion
Century Capital
Champlain
Chase
Commerce
Community Capital
Management
Conestoga
CRM
Cullen
Dean
* Eligible for subsequent purchases only.
Direxion
Dodge & Cox*
Domini
DoubleLine
Dreyfus
Driehaus
Dundee Wealth Advisors
Edgewood
Fairholme
FAM Funds
Fidelity*
Firsthand
Forester
Fund X
Gerstein Fisher
Glenmede
Gotham
GRT
Guinness Atkinson
Harbor
Harding Loevner
Hennessy
Hodges
Huntington
Hussman Funds
Intrepid
Iron Funds
James Investment
Jensen
Jordan
Kalmar
Laudus
Lazard
Leader Capital
Leuthold
Litman Gregory
LKCM
Loomis Sayles
Madison
Managers Funds
Marketfield
Marsico
Matrix
Matthews
M.D. Sass
Merger
Merk
Metropolitan West
Morgan Stanley*
Muhlenkamp
Needham
NorthCoast
Northern Trust
Oak Associates
Oakmark
Oak Value
Oberweis
Osterweis
Paradigm
Parnassus
Pax World
Payden & Rygel
Pear Tree
Pekin Singer Strauss
Permanent
Perritt
Polaris
Polen
Portfolio 21
Praxis
PrimeCap Odyssey
Profunds
Prospector
Rainier
RBC
REMS Group
Rice Hall James
RiverPark
Robeco
Roosevelt
Royce
Rydex
Satuit
Saturna
Schroder
Scout
Shelton
Sierra
Smead
Sound Shore
State Street Global Advisors
Sterling
Stewart Capital
Stratton
T. Rowe Price
TCW
Third Avenue
Thomas White
Thompson Plumb
TIAA-CREF
Tocqueville
Turner
Tweedy Browne
U.S. Global
USAA
USA Mutual
Vanguard*
Villere
Vulcan
Walthausen
Wasatch
Weitz
Westcore
Western Asset Management
William Blair
Wilshire
Wintergreen
Wright
Wright Fund Management
This list is current as of September 1, 2013, and is subject to change. Some funds may be closed to new investors.
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How can you get started?
If you want to construct a portfolio that reflects your wealth management objectives, ask your Merrill Lynch Financial Advisor
how mutual funds can help you pursue the life you*ve always envisioned. Your Financial Advisor, who is committed to
understanding your specific needs, can look at your finances in total and help you develop customized strategies that fit your
goals, risk tolerance, investing style, time horizon and liquidity needs. To learn more about other Merrill Lynch services, visit
As with other investments, mutual funds are subject to market conditions and other associated risks. There is no guarantee that
any specific fund or investment strategy will meet its investment objectives. For more complete information on any mutual fund,
please request a prospectus and/or, if available, a summary prospectus from your Merrill Lynch Financial Advisor and read it
carefully. Before investing, carefully consider the investment objectives, risks, and charges and expenses of the fund. This and
other information may be found in the fund*s prospectus and/or, if available, summary prospectus.
1
Tax-exempt income may subject investors to the alternative minimum tax.
2
Smaller-capitalization companies typically have a higher risk of failure and historically have experienced a greater degree of market volatility than largecapitalization companies.
The Bull Symbol, Merrill Lynch and Merrill Lynch Wealth Management are trademarks of Bank of America Corporation. All other trademarks are the property of their
respective owners.
? 2013 Bank of America Corporation. All rights reserved. | ARWNCAC6| L-05-13 | Code 207936PM-0513
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