Systematic investments are an easy way to accumulate assets and take advantage of dollar cost averaging (buying more shares when prices are low) by allocating pre-determined periodic investments into mutual funds.
- To minimize your uninvested cash, your money market fund or other mutual fund can be linked to your U.S. Bank or other bank checking or savings account. Automatic transactions from bank to money market (or vice versa) occur on the 5th or 20th of each month.
- Systematic investments do not assure a profit and do not protect against a loss in declining markets. Since systematic investing involves continuous involvement in the market regardless of fluctuating price levels of securities, you should consider your financial ability to continue your purchases through periods of low price levels.
- To begin systematic investments into a money market fund or other mutual fund, please contact your financial professional or customer service at 1-800-888-4700 for more details.
To establish a systematic investment plan, contact a Financial Consultant, or call U.S. Bancorp Investments at 1-800-888-4700.
Systematic investments do not assure a profit and do not protect against a loss in declining markets. Since systematic investing involves continuous involvement in the market regardless of fluctuating price levels of securities, you should consider your financial ability to continue your purchases through periods of low price levels.
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