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The Mutual Funds

Managed Advisory Allocations

Our professional Money Managers have sought out the premier African American managed mutual funds for inclusion in the Black Wealth Network and made them easily accessible online, resulting in a "One Stop Shop" for affordable Black investing opportunities.

For added benefit, our professional Money Managers have combined these African American anchor funds with other specially selected mutual funds to create a number of 'Managed Advisory Allocations'. Each allocation is designed to address the unique needs of the individual Black investor - from the ultra-conservative investor to the highly aggressive investor. These unique Managed Advisory Allocations are only available through the Black Wealth Network.

Please note that these allocations are subject to an Advisory Fee. For complete information on any of the Managed Advisory Allocations offered (and the underlying mutual funds within the allocations), please consult the table below. Allocations listed below are presented according to relative risk, with more conservative allocations at the top, and more aggressive allocations at the bottom.

Investment Advisor More
BWN Preservation of Capital
Preservation of Capital
SaveDaily Allocation Associated Services and Fees
BWN Income II
Income
SaveDaily Allocation Associated Services and Fees
BWN Balanced II
Balanced
SaveDaily Allocation Associated Services and Fees
BWN Growth II
Growth
SaveDaily Allocation Associated Services and Fees
BWN Aggressive Growth
Aggressive Growth
SaveDaily Allocation Associated Services and Fees

Mutual Funds

As a Black Wealth Network member, you have the following nationally known Mutual Funds available to you. Please note that if you invest in individual funds, you will not enjoy the enhanced account management services available with the Managed Advisory Allocations above.

To view the associated prospectus and additional information about any of the Mutual Funds offered, please select the 'More' and 'Symbol' links below.

Investment Class Symbol More
Dreyfus Government Cash Management Fund
Preservation of Capital
Money Market DGVXX Prospectus
Pimco Total Return Administrative
Income
Fixed Income PTRAX Prospectus
Neuberger Berman Core Bond Investor
Income
Fixed Income NCRIX Prospectus
AIM Large Cap Growth Investor
Growth
Large Cap LCGIX Prospectus
Edgar Lomax Value
Growth
Large Cap LOMAX Prospectus
Janus Balanced
Balanced
Large Cap JABAX Prospectus
Lou Holland Growth
Growth
Large Cap LHGFX Prospectus
Profit Value Fund
Growth
Large Cap PVALX Prospectus
AIM International Core Equity Investor
Growth
International IIBCX Prospectus
Ariel Appreciation
Aggressive Growth
Small Cap / Mid Cap CAAPX Prospectus
Ariel Fund
Growth
Small Cap / Mid Cap ARGFX Prospectus
Brown Capital Management Small Company Fund
Aggressive Growth
Small Cap / Mid Cap BCSIX Prospectus
Brown Capital Mid Cap Institutional
Aggressive Growth
Small Cap / Mid Cap BCMSX Prospectus
Calvert Capital Accumulation A
Growth
Small Cap / Mid Cap CCAFX Prospectus

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