Managed Account Fund Information
Below are funds available through various FMS Managed Portfolios. Please refer to your plan sponsor’s fund list to determine if a particular fund is available as an investment option on your plan.
Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact Jeffrey Knox at 216-642-1099 to obtain a prospectus, which should be read carefully before investing or sending money.
Bond and Guaranteed Fund Options
Large Cap Stock Funds
Mid-Cap Stock Funds
Principal MidCap S&P 400 Index Fund
Small-Cap Stock Funds
Global and International Funds