We’ve created the AssetMark Funds to provide flexibility in implementing asset allocation strategies. The Funds reflect our commitment to providing a comprehensive selection of choices you need to meet your clients’ specific financial objectives.
The AssetMark Funds offer a diverse range of investment implementation options, including Actively Managed Funds and the Enhanced Fundamental Index Funds®, which offer an alternative to traditional indexing.
KEY BENEFITS OF THE ASSETMARK FUNDS
Control & Efficiency in Asset Allocation Implementation
Each of the Funds with the AssetMark fund family is benchmarked to a specific investment style. This approach helps lessen the potential for portfolio drift, which provides greater control and efficiency when implementing an asset allocation strategy.
Distinct Choices Across the Implementation Spectrum
With two distinct Fund series, the AssetMark Funds provide flexibility across the various implementation options for an asset allocation strategy. This allows you to select the investment management approach most appropriate for meeting your long term goals.
Improved Performance Relative to Benchmarks
The goal of the Funds is to provide investors with performance that is superior to that of their benchmarks, by staying true to each Fund's investment objective through in-depth research and carefully assessed security selection.
Reflecting the Latest Research in Portfolio Construction
We've partnered with three investment firms to help build build and monitor fund portfolios. Callan Associates and Rocaton Investment Advisors (Actively Managed Funds) and Research Affiliates(r) (Enhanced Fundamental Index Funds) employ the latest, leading-edge academic research to construct the most optimal portfolios to meet your investment needs.
The AssetMark Funds are distributed by Capital Brokerage Corporation ("CBC"), member FINRA/SIPC. CBC is affiliated with Genworth Financial Wealth Management, the funds' advisor, but has no affiliation with Callan Associates, Rocaton Investment Advisors or Research Affiliates.Shares of these mutual funds are not insured by the FDIC, are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution. An investment in a fund is subject to investment risks, including possible loss of principal.
As non-diversified funds, share value fluctuation may be higher than that of funds invested in broader ranges of industries and companies. Those funds that contain foreign investment involve greater economic, political and currency fluctuation risks. Those funds investing in smaller companies, having narrower markets and limited financial resources, may be more volatile and may have a higher risk of loss of assets.
The prospectus for the AssetMark Funds may be found clicking on "AssetMark Funds Prospectus" on this web page.
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