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Investments

Coming Soon: More Investment Information Than Ever Before

Our goal is to make it even easier to conduct business with us. With that in mind, our new investment section will put industry-wide fund data at your fingertips, so you don’t have to go anywhere else to find the information you need.

New features will include:


Enhanced Mutual
Fund Details
invest_funddetail


Enhanced mutual fund detail pages with intuitive design, as well as print and export capabilities for fund data.


Investment
Strategies
invest_strat


Investment strategy pages that include overviews, fund information and related resources, including attribution reports and quarterly fund reviews. 


Mutual Fund
Comparison Tool
invest_compare


A mutual fund comparison tool that enables comprehensive analysis against other funds’ details.


Investment
Tracker
invest_watchlist


The Investment Tracker, which provides quick, easy access to your selected funds’ results.

We’re working hard to make these enhancements available to you as soon as possible. In the meantime, you can always return to the classic institutional website to access all of our existing fund information.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing.