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Excelsior


Excelsior Funds offer investors a diversified family of no-load, retirement and institutional mutual fund options. The funds can help meet a broad range of financial needs and risk tolerances, with an emphasis on enduring performance. Each is backed by the investment expertise of U.S. Trust, as advisor to the funds. Investors can allocate assets among nine domestic equity funds, three international equity funds, four taxable fixed income funds, five tax-exempt fixed income funds and five money funds.
 
Excelsior Blended Equity Fund seeks long-term capital appreciation; income is secondary. The fund normally invests at least 65 percent of assets in equities. Excelsior Core Bond Fund seeks current income consistent with prudent risk of capital. The fund normally invests at least 75 percent of assets in investment-grade corporate debt, U.S. government obligations, and money-market instruments. It may invest the remaining assets in preferred stocks, dollar-denominated foreign debt, and obligations rated below investment grade.
 
Excelsior Emerging Markets Fund seeks long-term capital appreciation. The fund normally invests at least 65 percent of assets in equity securities from emerging countries. It typically invests in at least three foreign countries. Investments may include common and preferred stocks, convertibles, rights and warrants, and depositary receipts. The fund may also invest in lower-rated or unrated debt securities.
 
Excelsior High Yield Fund seeks high level of current income. The fund typically invests at least 65 percent of assets in high yield, fixed-income securities rated below investment grade. The fund may invest in all types of fixed-income securities, including: senior and subordinated corporate debt obligations; convertible and non-convertible corporate debt obligations; custodial receipts; municipal securities and obligations of the U.S. government; preferred stock; and mortgage and other asset-backed securities.
 
Excelsior International Fund seeks total return. The fund invests primarily in equity securities of foreign issuers that management expects to benefit from global economic trends. Management seeks to identify real values not recognized in the market price of a security. The fund does not maintain a specified percentage of assets invested for either growth or income. It diversifies assets among geographic regions, but primarily invests in securities of issuers located in the Pacific Basin.

Excelsior Funds are committed to helping their shareholders reach their long-term investment goals and are focused on running the full distance, one step at a time. Their fund managers all have a reputation for excellence and have been hand-picked for their investment strategy expertise. The connection to U.S. Trust means the funds are advised by the strength and expertise of a powerful financial resource.

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