AssetMark Actively Managed Funds

The AssetMark Actively Managed Funds are a series of mutual funds offering a diverse range of style-specific investment options and access to leading Investment Management Firms, each of whom focuses on a limited universe of securities within a given investment style.

Unlike many traditional mutual fund families, where the entire family of funds is managed internally by one investment firm, the Actively Managed Funds use a multi-manager approach combining stock selections from a number of leading Investment Management Firms.

The Investment Management Firms are selected and monitored using a defined and disciplined investment process using both organizational and performance-based criteria and supported by the combined expertise of two leading institutional investment consulting firms.

KEY INVESTOR BENEFITS

Style-Specific Mandates

Each Fund is benchmarked to a style-specific mandate to complement each investor's overall asset allocation strategy.

Multi-Manager Approach

The multi-investment management firm approach reduces manager risk and can lessen volatility within the same Fund.

Portfolio Concentration

The Funds have been designed to allow each Investment Management Firm to maintain a concentrated portfolio with greater emphasis on those securities in which they have the most conviction.

Tax-Sensitive Management

Each Fund is structured for tax efficiency, which includes tax accounting methods for minimizing realized gains.