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AssetMark Enhanced Fundamental Index Funds

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The AssetMark Enhanced Fundamental Index Funds use some of the most progressive ideas in portfolio design.

Rather than construct an index based on capitalization size - which can lead to overweighting overvalued stocks and underweighting undervalued stocks - the Fundamental Index concept is based on a company's fundamental measures.

Research Affiliates®, the Funds' sub-advisor and the company that developed the Fundamental Index concept, tested an index based on fundamental measures of a company's underlying value - including book value, sales, dividends, and cash flow - projected over a 40-year period, and compared results with the average return of a cap-weighted index.

The result - investors can realize the benefits of traditional cap-weighted indexing, including diversification, low turnover and transparency, without the increased exposure to the speculative nature of a stock's current price.

  

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KEY INVESTOR BENEFITS

Style-Specific Mandates

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

Broad Asset Class Exposure

The Funds maintain broad asset class exposure based on the economic fundamentals (book equity value, cash flow, sales and gross dividends) of the underlying companies.

Sub-advised by Leader in the Fundamental Index Concept

The Funds are sub-advised by Research Affiliates, a pioneer of this innovative approach to index construction and is considered to be the thought leader for the fundamental index method.