If you are considering investing in stock funds within your retirement account, here are some ways to help make sure you are well-diversified:

  • Size: Consider a fund that invests in stocks of small, medium and large companies, because different-sized companies tend to lead the market at different times.
  • Style: Consider funds with different investment strategies, such as growth and value. Holding both types may help minimize volatility in your portfolio, and potentially benefit in all types of environments.
  • Sector: You may want to include funds that hold investments tied to many different parts of the economy.
  • Geography: You may want your portfolio to include a fund that has exposure to domestic and international stocks, including those from emerging markets. Financial markets around the world respond differently to regional and global events.

Ready to discuss your retirement account with a 401(k) Advisor?

RP-782-0522 Tracking #1-05287804 (Exp. 05/23)

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Kmotion, Inc., 412 Beavercreek Road, Suite 611, Oregon City, OR 97045; www.kmotion.com

©2022 Kmotion, Inc. This newsletter is a publication of Kmotion, Inc., whose role is solely that of publisher. The articles and opinions in this newsletter are those of Kmotion. The articles and opinions are for general information only and are not intended to provide specific advice or recommendations for any individual. Nothing in this publication shall be construed as providing investment counseling or directing employees to participate in any investment program in any way. Please consult your financial advisor or other appropriate professional for further assistance with regard to your individual situation.