Call Now
M - F: 8:30am - 5pm ET
Mutual Funds
Offered Through PNC Investments
Mutual funds pool money from many investors to buy securities. Funds are managed by professional portfolio managers, and allow you to diversify your portfolio by investing in domestic and international stocks, bonds, real estate and money market instruments, as well as many combinations of these assets.
Call Now
Visit Us
Find a PNC Location near you and stop by to see us.
Overview
- Mutual funds offer the convenience of professional money management
- Often a cost-effective means of diversifying your portfolio across different types of stocks, bonds and other assets
- May offer greater liquidity than other types of investments; generally easy to sell and trade
- Mutual funds are subject to fund specific investment risk including possible loss of investment
- Search mutual funds offered by PNC Investments »
Additional Information
Pricing & Fees
For pricing and fee information, please contact PNC Investments or see the PNC Investments Overview of Products and Services.
Before You Invest in Any Fund
Research the funds and fund families available through PNC Investments. You should carefully consider the investment objectives, risks and expenses of mutual funds before investing; this and other information is contained in each fund's prospectus. Carefully review the mutual fund prospectus(es) prior to investing. To request a prospectus, call 1-855-PNC-INVEST.
Mutual Fund Types
Indexed
- Passively managed; designed to closely follow the performance of a specific market index by investing in stocks that make up the target index
Target Date
- The term “target date” reflects the anticipated retirement age of the investor; i.e. a 2035 fund is appropriate for individuals planning to retire in 2035
- The fund’s investment mix adjusts over time, favoring stocks when the target date is well into the future – and becoming more conservative with a higher weighting toward bonds as the target date approaches
- Changing allocation mix is called the “glide path”
Asset Allocation / Risk-Based
- Achieve portfolio diversification with a single fund
- Invest in a mix of equities, fixed income and cash that matches a specific risk tolerance (choose conservative, moderate or aggressive)
- Underlying investments could be other mutual funds (this is called a fund of funds)
Load / No-Load
- Loaded mutual funds charge sales fees: either a front-end charge at the time of purchase, a back-end charge when the fund is sold, or a level charge that must be paid each year
- Loaded mutual funds typically include an annual expense fee, as well
- No-load mutual funds do not charge sales fees at the time of purchase, but typically still include an annual expense fee
- No-load funds may be charged transaction fees on purchases
Understanding Asset Allocation
Determining the mix of investment types is one of your most important tasks as an investor.
Find a PNC Location near you and stop by to see us.
How PNC Investments Does Business
Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »
Important Legal Disclosures and Information
This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.
Important Investor Information: Brokerage and insurance products are:
Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value
Securities products and brokerage services as well as managed account advisory services to US based clients are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and Member FINRA and SIPC. Managed account advisory services for non-US based clients are offered by PNC Managed Account Solutions, Inc., a registered investment adviser. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.
PNC Investments, PNC Insurance Services and PNC Managed Account Solutions do not provide legal, tax, or accounting advice.
View the PNC Investments Business Resiliency Planning Customer Disclosure.
View Important Information About Order Routing and Execution.
This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
