How to Invest in Huntington Mutual Funds

The Huntington Funds family of mutual funds is associated with Huntington Bank, a regional bank with central offices in Columbus, Ohio. Follow these steps to invest in Huntington mutual funds.

Instructions

Difficulty: Moderate

Things You’ll Need:

• Account application
• Prospectus for each Huntington mutual fund you are interested in

Invest in Huntington Mutual Funds

1. Talk to a Huntington investment representative who can sell you shares in the company's mutual funds. Huntington recommends that you meet with a representative at a Huntington office in your area. Call [phone] to make an appointment. Press 1 when prompted.
2. Call Huntington at [phone], and then press 1 to request a free Personalized Financial Analysis. The analysis can help you decide whether any Huntington mutual funds will fit your investment strategy.
3. Call [phone] to request a prospectus or download one from the Huntington Web site (see the Resources section below).
4. Download an account application from the company's Web site after you have read the prospectus. You can also call [phone] for more information on opening an account.

Evaluate Huntington Mutual Funds

5. Understand Huntington's overall investment strategy, which is to choose sectors to invest in based on big-picture factors that affect the overall economy. The company also evaluates big-picture factors to choose bonds with favorable maturity dates.
6. Know that Huntington offers funds in a variety of different categories. The company offers equity (stock) funds, fixed income funds, tax-free fixed income funds and money market accounts.
7. Compare your investment style to the company's. Huntington places an emphasis on the services of its trained financial advisers. If you prefer a more independent approach or don't like interacting with investment salespeople, you may prefer to invest in a different fund family.
8. Consider how much you want to invest. Huntington offers investment programs that allow investors to add to their accounts in small, regular increments. This program may be attractive to investors who don't have large amounts to invest or who want to develop a disciplined investing program. It's also ideal for those who want to sample some results before plunging in.

Tips & Warnings

• Huntington mutual funds are not available to investors outside the United States, and the company does not guarantee that all of its funds will be available to investors in all states. Call Huntington for more information at [phone].