The Mutual Fund Show® is produced by The Mutual Fund Research Center, LLC™ and is sponsored by independently owned and operated Mutual Fund Store® franchisees and affiliated Mutual Fund Stores® located throughout the United States. The Mutual Fund Store® in your area is a sponsor of the Mutual Fund Show®.

The Mutual Fund Stores® provide investment advisory services to their clients using mutual fund research and analysis and fund and asset allocation recommendations provided by the Research Center under the direction of Adam Bold in his role of chief investment officer. The investment advisory services provided by each Mutual Fund Store serve the needs of its individual clients and may or may not include funds mentioned on the Mutual Fund Show®. Individuals who invest with their local Mutual Fund Store will incur advisory fees, but not loads, in addition to the management fees and other expenses charged by the mutual fund companies.

The fund research and analysis provided by the Research Center to franchisees and affiliated Stores is considered non-discretionary investment advisory services, and is comprised principally of mutual fund and asset allocation recommendations. All franchisee and affiliated Mutual Fund Stores® receive the same information. Each Mutual Fund Store independently implements these investment recommendations on a discretionary basis for each of its clients, taking into account each client’s circumstances and investment objectives.

Mutual Fund Show® listeners should not consider any Mutual Fund Show® discussion of a specific fund as a recommendation that they purchase that fund. A decision to purchase a mutual fund should be made carefully after consultation with an investment advisor or after carefully reading the prospectus for that fund. The decision should occur after an evaluation of that fund’s objectives, then comparing those to your personal situation, including your objectives, investment time horizon, and risk tolerance. Mutual funds, like all securities, are subject to market and other risks. The amount realized from the sale of mutual fund shares may be less than the amount paid to purchase those shares.

Click here for a form to request a list of mutual funds recommended by Adam Bold and The Mutual Fund Research Center as of the most recent calendar quarter for Mutual Fund Store franchisees and affiliated Mutual Fund Stores, and which may have been referenced on The Mutual Fund Show®.