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TRAK®

TRAK Net Asset Value (NAV)

With thousands of mutual funds available in the marketplace, trying to select from among them can pose more questions than answers for many investors.

  • How can you identify appropriate funds for your specific needs?
  • How can you possibly distinguish and understand the differences among each fund's investment process and style?
  • How can you evaluate and examine complex performance results?
  • How can you track key changes in fund management?
  • How can you stay current on the impact the capital markets may have on the performance of your funds?

With TRAK NAV, we make fund investing easier. Our team of Consulting Group research professionals employs fund screening, in-depth evaluation criteria, portfolio manager interviews and ongoing fund reviews to narrow your choices down to a select group of approximately 200 no-load and load-waived mutual funds.

Choosing from these mutual funds, you and your advisor can build a mutual fund strategy with the potential to help you reach your long-term financial objectives.

TRAK NAV Mutual Funds

A select lineup of mutual funds is available through TRAK NAV. See a current list of our mutual fund offerings.

For TRAK NAV Fund Performance, please select from the list below.

Investment Advisor Research (IAR) Mutual Fund Research Quarterly Performance Summary Sheets

All mutual fund and exchange traded fund products are sold by prospectus, which contains more complete information about the fund. Please contact your Financial Advisoradvisor for copies. Please read the prospectus and consider the fund's objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund.

Please contact your advisor for more information about available products, services and research.

For more information, please contact your Financial Advisor.

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