Fund facts and details

It’s important to understand your investment options to make informed financial decisions with the help of an investment representative.

This information is available in a variety of interactive and static reports to help learn more about our funds.

Choose from these reports:

Performance history - To check the historical performance of your specific fund, under Resources, select the first icon.

Holdings and allocation - To explore the top holdings of a specific fund, plus it’s risk rating, and asset, geographic and sector allocations, under Resources, select the second icon.

Fund facts - To access the fund facts for your specific mutual fund with performance history, holdings, risks and costs, under Resources, select the third icon.  

A computer screen displays a list of mutual funds.

Let’s connect you with an investment representative.