Activa Mutual Funds
Daily Prices
Calculators
My Accounts

Fund Information
Getting Started
Retirement Center
Investor Education
About Us

History

Activa Asset Management LLC serves as the Investment Adviser for each Fund and provides overall investment strategy. Activa Asset Management began acting as Investment Adviser in September of 1999. We believe that the success of your personal investment plan is dependent upon the investor focusing on the asset allocation decision. Selection of the appropriate investment manager, although important, is not necessarily the determining factor whether or not the investor reached their personal financial goals. Therefore, Activa offers a family of Funds that allows the investor to focus on the asset allocation decision and leaves the manager selection responsibility to us. It is our goal to provide you with leading investment firms who have been responsible for managing assets for large corporations and institutional investors.

To learn more about Activa Asset Management and services to the Fund please read the Prospectus. Activa Asset Management and Activa Mutual Funds Trust have developed a Business Continuity Plan. Click here to read the disclosure.


Distributor: Activa Asset Management, L.L.C.

Past performance is no guarantee of future results. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. Current month-end perfomance information is available by contacting Activa Shareholder Services at 1-800-346-2670.

Activa Asset Management, L.L.C. is the investment advisor to the Activa Funds and receives a fee from the funds for its services.

Mutual funds, annuities, and other investments are:

  • Not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government or any state
  • Not deposits, obligations, or guaranteed by any bank or its affiliates
  • Subject to investment risks, including possible loss of the principal amount invested

There is no guarantee that the fund will continue to hold any one particular security or stay invested in any one particular company. The composition of the fund's top holdings is subject to change. Performance figures are historical and reflect the change in share price, reinvested distributions, changes in net asset value, sales charges and capital gains distributions, if any.

Investors should carefully consider the investment objectives, risks, and charges and expenses of the Funds before investing. The prospectus provides this and additional information about the Funds. The prospectus can be obtained on-line or by calling 1-800-346-2670. Please read the prospectus carefully before investing or sending money.

Copyright © 1999-2003 Activa Asset Management L.L.C.