The investment seeks a positive total return in excess of inflation in a manner consistent with capital preservation in all market environments. The fund invests all or a principal portion of its assets in other mutual funds or other types of funds like exchange-traded funds ("underlying funds"). These underlying funds may include other funds in the CNI Charter funds family, like the Corporate Bond Fund, the Government Bond Fund and the High Yield Bond Fund, which are also managed by the adviser.
Fund filings (PDF) »
William Miller Jr. (Started: Oct 1, 2007)
Otis Heald (Started: Jun 30, 2010)
Bruce Simon (Started: Feb 28, 2011)
# Contact ?>
CNI Charter, 4400 N. Roxbury Drive