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                                                                 pool   money   with  Fund   Mana  ger  invests   in









                                                        Invest  ors                                   Securit  ies












                                                                   passed   back to  Return  s  generat  e













                                                                                                                                                            © 2022 Innovest Portfolio Solutions, LLC








                                                    Investment company pooling money collected from























                         Mutual Funds










                                                         many investors. Fund specifies investment objective: –Major asset class(es), and sub‐asset class(es). •Operated by professional money managers, who make  decisions about the fund’s investments. •Investors purchase shares of the fund, which represent  a portion of all securities held in the fund. •Investors benefit from professional investment  management (and resources) and share the expenses   and fees.











      Mutual Funds                                  •         •
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