Manage MF Performance

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Managing your Mutual Fund’s Performance

Once you have invested, you should periodically review your mutual fund’s performance. This will help you respond to any changes to your life stage, risk tolerance or any other factors that influence your investment goals.

If any of these factors change, you should consider portfolio rebalancing. It is the readjustment of the asset allocation percentages in your portfolio. This keeps your investment optimized for performance. The asset allocation percentages in your portfolio should be based on a selected investment style that helps you achieve your goals.

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Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.