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1Costs and other expenses apply to continued investment in the fund and are described in the fund’s current prospectus.
Mutual Fund Investors: You should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, please visit the fund’s detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing.
ETF Investors: You should carefully consider an exchange-traded fund’s investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund’s detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing. Learn more about the differences between mutual funds and ETFs.
As a self-directed investor, you must carefully consider the appropriateness of the proposed investments in light of your own personal financial circumstances including cash flow needs, unusual tax implications or other complex or subjective concerns. Additionally, market conditions and your personal financial situation may change – perhaps suddenly or maybe gradually over time. It is up to you to reassess any investment program, including PortfolioBuilder, on a regular basis to ensure that it remains consistent with your current financial resources and investing objectives. Monitoring and adjusting your ShareBuilder investments to suit those changes are your responsibility. If you choose to rebalance your portfolio to address those changes, you are responsible for any costs associated with the transactions.
Diversification does not guarantee a profit or protect against market losses.
The performance of an index is not a representation of any particular investment. Investors cannot invest directly in an index. Unmanaged indexes do not reflect management fees and transaction costs that are associated with some investments. Past performance is not a guarantee of future results.
Banking services are provided by Capital One 360, a division of Capital One, N.A., member FDIC.
Securities products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
ShareBuilder and Capital One ShareBuilder are marketing names for Capital One Investing, LLC. ShareBuilder 401k and ShareBuilder Advisors are the marketing names for Capital One Advisors, LLC.
© 2014 Capital One. Capital One and ShareBuilder are federally registered service marks. All third-party trademarks are the property of their respective owners.
Securities and services are: Not FDIC insured · Not bank guaranteed · May lose value · Not a deposit · Not Insured by any Federal Government Agency