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Collective Investment Fund Fact Sheets

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

361 Capital Funds | Advice Portfolios |  First Trust Funds |   HB&T Funds |

 HB&T MetLife Funds |  MIZĀN Funds |  Moran Funds |  SMART Funds® |

Tactical ETF Strategies |  Tanglewood Funds | TL Focus Funds | WESPAC Funds

SMART Funds® – Special Notice
       Manager Change Effective May 1, 2010

361 Capital Funds
361 Capital Conservative ETF Collective Fund R2
361 Capital Conservative ETF Collective Fund R3
361 Capital Moderate EFT Collective Fund R2
361 Capital Moderate EFT Collective Fund R3
361 Capital Growth ETF Collective Fund R2
361 Capital Growth ETF Collective Fund R3
361 Capital Aggressive Growth ETF Collective Fund R2
361 Capital Aggressive Growth ETF Collective Fund R3

 

Advice Portfolios
Advice Portfolios Growth Fund R3
Advice Portfolios High Growth Fund R3
Advice Portfolios Moderate Fund R3
Advice Portfolios Moderate Conservative Fund R3
Advice Portfolios Moderate Growth Fund R3

 

First Trust Funds
Inflation Hedge Opportunity Fund R1
Inflation Hedge Opportunity Fund R2
Inflation Hedge Opportunity Fund R3
First Trust Target VIQ Fund R1
First Trust Target VIQ Fund R2
First Trust Target VIQ Fund 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

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

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HB&T MetLife Funds
HB&T MetLife Stable Value Fund #29551 R1
HB&T MetLife Stable Value Fund #29551 R2

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MIZĀN Funds
MIZĀN All Equity Moderate Allocation Fund R1
MIZĀN All Equity Moderate Allocation Fund R2
MIZĀN All Equity Moderate Allocation Fund R3

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Moran Funds
Strategic Equity Blend Portfolio R1
Strategic Equity Blend Portfolio R2
Strategic Equity Blend Portfolio R3

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SMART Funds®
SMART Funds® 2010 R1
SMART Funds® 2010 R2
SMART Funds® 2010 R3
SMART Funds® 2010 R-Inst
 
SMART Funds® 2020 R1
SMART Funds® 2020 R2
SMART Funds® 2020 R3
SMART Funds® 2020 R- Inst
 
SMART Funds® 2030 R1
SMART Funds® 2030 R2
SMART Funds® 2030 R3
SMART Funds® 2030 R-Inst
 
SMART Funds® 2040 R1
SMART Funds® 2040 R2
SMART Funds® 2040 R3
SMART Funds® 2030 R-Inst
 
SMART Funds® 2050 R1
SMART Funds® 2050 R2
SMART Funds® 2050 R3
SMART Funds® 2050 R-Inst

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Tactical ETF Strategies - Aggressive R1
Tactical ETF Strategies - Aggressive R2
Tactical ETF Strategies - Aggressive R3
Tactical ETF Strategies - Moderate R1
Tactical ETF Strategies - Moderate R2
Tactical ETF Strategies - Moderate R3
Tactical ETF Strategies - Conservative R1
Tactical ETF Strategies - Conservative R2
Tactical ETF Strategies - Conservative R3

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Tanglewood Funds
Tanglewood All Equity Fund R1
Tanglewood All Equity Fund R2
Tanglewood Conservative Fund R1
Tanglewood Conservative Fund R2
Tanglewood Growth Fund R1
Tanglewood Growth Fund R2
Tanglewood Moderate Fund R1
Tanglewood Moderate Fund R2
 

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TL Focus Funds
TL Focus Capital Preservation Fund R1
TL Focus Capital Preservation Fund R2
TL Focus Capital Preservation Fund R3
TL Focus Conservative Fund R1
TL Focus Conservative Fund R2
TL Focus Conservative Fund R3
TL Focus Balanced Fund R1
TL Focus Balanced Fund R2
TL Focus Balanced Fund R3
TL Focus Growth Fund R1
TL Focus Growth Fund R2
TL Focus Growth Fund R3
TL Focus Aggressive Growth Fund R1
TL Focus Aggressive Growth Fund R2
TL Focus Aggressive Growth Fund R3

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WESPAC Funds
WESPAC Aggressive Growth Portfolio R1
WESPAC Aggressive Growth Portfolio R2
WESPAC Growth Portfolio R1
WESPAC Growth Portfolio R2
WESPAC Balanced Portfolio R1
WESPAC Balanced Portfolio R2
WESPAC Moderate Portfolio R1
WESPAC Moderate Portfolio R2
WESPAC Conservate Portfolio R1
WESPAC Conservative Portfolio R2

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