Earning maximum possible returns for you while mitigating risk—this is the objective of our Fixed Income, Equity and Money Market mutual funds. We apply disciplined, collaborative investment processes to build funds that seek to deliver solid performance at every investment level.
Fixed Income funds are intended to generate a total return in excess of the relevant benchmarks. Based on supply and demand and analysis, we find inefficiencies in the market, allowing us to take advantage of them.
Equity funds focus on growing companies that we believe may deserve a greater share of your portfolio. Our funds aim to invest in companies that are driven toward long-term results for our investors with stability and risk mitigation in evolving market environments.
Money Market funds are generally low-risk investments that seek stable returns over time; they value liquidity. We invest in top-rated investments based on our risk model, seeking minimum downside while maximizing potential opportunities.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.