BPAS - Institutional Trust Services

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Fund Fact Sheets
Please select one of the links below to view specific fund listings.

Amundi Global Emerging Market Equity Funds | Clear Sailing Funds |

Davis New York Venture Fund | Rehmann/Pension Portfolio Mgmt Funds | FACETS Funds |

SMART Funds® | SteelPath Funds | TL Focus Funds | Trademark Capital Funds |

Vanguard Risk Based Managed Trust Funds

Amundi Global Emerging Market Equity Funds

Amundi Global Emerging Market Equity Fund R1

Clear Sailing Funds

Clear Sailing Investment Group Conservative Fund R1

Clear Sailing Investment Group Conservative Fund R2

Clear Sailing Investment Group Conservative Balanced Fund R1

Clear Sailing Investment Group Conservative Balanced Fund R2

Clear Sailing Investment Group Balanced Fund R1

Clear Sailing Investment Group Balanced Fund R2

Clear Sailing Investment Group Growth Fund R1

Clear Sailing Investment Group Growth Fund R2

Davis New York Venture Fund

Davis New York Venture Institutional Trust Fund R2


Rehmann/Pension Portfolio Mgmt Funds
Advice Portfolios Growth Fund R
Advice Portfolios Growth Fund R2
Advice Portfolios Growth Fund R3
Advice Portfolios High Growth Fund R
Advice Portfolios High Growth Fund R2
Advice Portfolios High Growth Fund R3
Advice Portfolios Moderate Fund R
Advice Portfolios Moderate Fund R2
Advice Portfolios Moderate Fund R3
Advice Portfolios Moderate Conservative Fund R
Advice Portfolios Moderate Conservative Fund R2
Advice Portfolios Moderate Conservative Fund R3
Advice Portfolios Moderate Growth Fund R
Advice Portfolios Moderate Growth Fund R2
Advice Portfolios Moderate Growth Fund R3

Tactical Core Stable Value Fund R
Tactical Core Stable Value Fund R2

FACETS Funds

FACETS Lifestyle Aggressive R4

FACETS Lifestyle Aggressive R5

FACETS Lifestyle Aggressive R6

FACETS Lifestyle Conservative R4

FACETS Lifestyle Conservative R5

FACETS Lifestyle Conservative R6

FACETSLifestyleModerateR4

FACETSLifestyleModerateR5

FACETSLifestyleModerateR6

FACETS Target Retirement 2015 R4

FACETS Target Retirement 2015 R5

FACETS Target Retirement 2015 R6

FACETS Target Retirement 2025 R4

FACETS Target Retirement 2025 R5

FACETS Target Retirement 2025 R6

FACETS Target Retirement 2035 R4

FACETS Target Retirement 2035 R5

FACETS Target Retirement 2035 R6

First Trust Funds

First Trust Counter Inflation Portfolio R1

First Trust Counter Inflation Portfolio R2

First Trust Counter Inflation Portfolio R3

First Trust All Equity Allocation Portfolios R1

First Trust All Equity Allocation Portfolios R2

First Trust All Equity Allocation Portfolios R3

First Trust Target Date Fund 2010 R1

First Trust Target Date Fund 2010 R2

First Trust Target Date Fund 2010 R3

First Trust Target Date Fund 2020 R1

First Trust Target Date Fund 2020 R2

First Trust Target Date Fund 2020 R3

First Trust Target Date Fund 2030 R1

First Trust Target Date Fund 2030 R2

First Trust Target Date Fund 2030 R3

First Trust Target Date Fund 2040 R1

First Trust Target Date Fund 2040 R2

First Trust Target Date Fund 2040 R3

Utilizing First Trust Target Strategies


HB&T Funds
HB&T Balanced Fund		HB&T Large Cap 500 Index Fund R1
HB&T Equity Growth Fund		HB&T Large Cap 500 Index Fund R2
HB&T Equity Value Fund		HB&T Large Cap 500 Index Fund R3
HB&T Fixed Income Fund		HB&T Mid Cap Blend Index Fund R1
HB&T Short Term Income Fund		HB&T Mid Cap Blend Index Fund R2
HB&T Foreign Blend Index Fund R1		HB&T Mid Cap Blend Index Fund R3
HB&T Foreign Blend Index Fund R2		HB&T Small Cap Blend Index Fund R1
HB&T Foreign Blend Index Fund R3		HB&T Small Cap Blend Index Fund R2
		HB&T Small Cap Blend Index Fund R3

HB&T MetLife Funds

HB&T MetLife Stable Value Fund #29551 R1

HB&T MetLife Stable Value Fund #29551 R2

Horizon Funds

Horizon Conservative with Risk Assist Fund R1

Horizon Conservative with Risk Assist Fund R2

Horizon Conservative with Risk Assist Fund R3

Horizon Conservation Plus with Risk Assist Fund R1

Horizon Conservation Plus with Risk Assist Fund R2

Horizon Conservation Plus with Risk Assist Fund R3

Horizon Focused with Risk Assist Fund R1

Horizon Focused with Risk Assist Fund R2

Horizon Focused with Risk Assist Fund R3

Horizon Growth with Risk Assist Fund R1

Horizon Growth with Risk Assist Fund R2

Horizon Growth with Risk Assist Fund R3

Horizon Moderate with Risk Assist Fund R1

Horizon Moderate with Risk Assist Fund R2

Horizon Moderate with Risk Assist Fund R3

Merganser Funds

Merganser Short Term Bond Institutional Trust R1

MIZĀN Funds

MIZĀN All Equity Moderate Allocation Fund R1

MIZĀN All Equity Moderate Allocation Fund R2

MIZĀN All Equity Moderate Allocation Fund R3

Moran Funds

Strategic Equity Blend Portfolio R1

Strategic Equity Blend Portfolio R2

Strategic Equity Blend Portfolio R3

Paradigm Funds

Paradigm Value Collective Fund R

Paradigm Value Collective FundR1

Paradigm Value Collective Fund R3

Rhumbline Funds

RhumbLine S&P 500 Index Plus Fund R

RhumbLine S&P 500 Index Plus Fund R1

RhumbLine Mid Cap Index Fund R

RhumbLine Mid Cap Index Fund R1

Royce Funds

Royce Small-Cap Collective Trust Fund R-Inst

Royce Small-Cap Collective Trust Fund R


SMART Funds®
SMART Funds® Today R1		SMART Funds® 2040 R1
SMART Funds® Today R2		SMART Funds® 2040 R2
SMART Funds® Today R3		SMART Funds® 2040 R3
SMART Funds® Today R-Inst		SMART Funds® 2040 R-Inst
SMART Funds® 2020 R1		SMART Funds® 2050 R1
SMART Funds® 2020 R2		SMART Funds® 2050 R2
SMART Funds® 2020 R3		SMART Funds® 2050 R3
SMART Funds® 2020 R- Inst		SMART Funds® 2050 R-Inst
SMART Funds® 2030 R1
SMART Funds® 2030 R2
SMART Funds® 2030 R3
SMART Funds® 2030 R-Inst