fund value


A custodial mutual fund and
ETF investment advisory service
(Description and Benefits)

  • Does your investment portfolio consist primarily of mutual funds?
  • Do you know that different mutual fund share classes have different upfront load
    or transaction costs?
  • Do you know what 12b-1 fee your mutual fund and investment advisor collect on each of your mutual funds?
  • If you want to minimize fees and maximize the value of your mutual funds, then fundValue™ is the investment service designed for you.


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