BPAS - Institutional Trust Services

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Collective Investment Fund Fact Sheets

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

Advice Portfolios | First Trust Funds | HB&T Funds | HB&T MetLife Funds |

MIZĀN Funds | Moran Funds | SMART Funds® | Tactical ETF Strategies |

Tanglewood Funds | WESPAC Funds


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


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

HB&T MetLife Funds

HB&T MetLife Stable Value Fund #29551 R1

HB&T MetLife Stable Value Fund #29551 R2

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


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

Tactical ETF Strategies

Dent Tactical ETF Strategies R1

Dent Tactical ETF Strategies R2

Dent Tactical ETF Strategies R3

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


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

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