For Our Clients

Mutual Fund Model Strategies

Mutual Fund Model Strategies is a discretionary advisory program that uses models provided by either Russell Investments or American Funds. 

Russell offers three sets of models: mutual fund only, tax managed mutual fund only, and hybrid models that utilize exchange traded products and mutual funds. In these models, the mutual funds are Russell Investment’s funds and the exchange trade products are not Russell product. Russell provides the models and the funds to use within each model. These models allow for balanced and diversified portfolios. 

American Funds offers a suite of thirteen mutual fund only models comprised of American Funds’ mutual funds. American Funds provides the models and the funds to use within each model. 

In both cases, these models are well diversified, objective based portfolios.  Periodic rebalancing of the account will occur to trade the fund allocations back to their target percentages of the model.

See important investment information concerning Mutual Funds.