Popular Total Return Fund IRA invests in a balanced fund, ideal for someone who is starting to invest or accumulating capital; risk-tolerant given their young age or path towards retirement. This fund is designed for investors seeking a balanced investment with long-term growth opportunities.
The Popular Total Return Fund invests between 60% and 80% of its total assets in the stock market, and between 20% and 40% of its total assets in the bond market.
Call us at 787-758-7400 and get oriented
Write to us at irafondos@popular.com
Product offered by Popular Securities, LLC.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Investment Fund before investing. This and other important information is contained in the prospectus and summary prospectus.You can access the prospectus by visitinghttp://popularfunds.com/resources . Read it carefully before investing. Investment products are not insured by the FDIC, are not deposits or obligations of, nor are they guaranteed by Banco Popular de Puerto Rico, its affiliates, and/or subsidiaries; they involve risk and may lose value, including the loss of the principal invested.
Investment products and services are offered by Popular Securities, LLC, a registered broker/dealer, member of FINRA and SIPC. Investment advisory services are offered through Popular Securities, LLC, a registered investment advisor. Popular Securities, LLC is a subsidiary of Popular, Inc. and an affiliate of Banco Popular de Puerto Rico. Popular, Inc. and Banco Popular de Puerto Rico are not registered broker/dealers or registered investment advisors. Banco Popular de Puerto Rico, its subsidiaries, and affiliates do not provide legal, accounting, or tax advice. If you require legal, accounting, or tax advice, you should consult with a professional specialized in these areas.
Fees: Levy fee: $50. Processing fee: $5 per instrument for withdrawals and returns of excess contributions before age 75, $50 per instrument for transfers to another eligible institution. Non-qualified withdrawals: Department of Treasury penalties may apply. Transaction fees: Per instrument. Initial fund management fee: 1% of the invested amount. Refer to the prospectus for updated information on the annual fund management fee. Local law requires the Bank to withhold 10% of the withdrawn amount if the withdrawal is for a non-qualified reason.
