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Home > Financial Services > Mutual Funds > North Track Funds.
North Track Funds.
North Track presents a variety of individual funds to satisfy most investment objectives. North Track Funds are offered through more than 450 broker/dealer firms nationwide. Each fund is managed by a experienced professional. Simplicity, transparency and performance are a few of the many reasons why you may want to consider investing in North Track Funds. Index funds are clear, meaning they hunt to closely follow a benchmark index. And with little risk of style drift, index funds typically remain consistent with their stated objectives over the long haul. Their individual and joint indexing strategies are easy to explain and easy to understand.
B.C. Ziegler and Company acts as an advisor for North Track and as the portfolio manager for all North Track funds, except Managed Growth. BCZ is a wholly-owned subsidiary of The Ziegler Companies, Inc. Since 1902, B.C. Ziegler has underwritten over 20 billion dollars in bonds and is now recognized as one of the nation's largest underwriters of church and hospital bonds off of Wall Street.
Before investing in any North Track fund, investors should carefully consider a fund's investment objectives, risks, charges and expenses and all this and other information about the fund is stated in the fund's prospectus. North Track funds are distributed by B.C. Ziegler and Company, 250 East Wisconsin Avenue, Suite 2000, Milwaukee, WI 53202. Member SIPC. Shares of North Track funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency and involve investment risks, including the possible loss of the principal amount invested.
Nineteen years later on they remain part of a select group of fund families offering index funds through the advice channel. Their uniquely structured portfolios include two index funds, two enhanced index funds, an asset allocation fund of funds, an actively managed mid-cap growth fund, three fixed-income funds and a money market fund.
They take a team approach to money management; employing proven economic principles, both in the construction and on-going management of their funds. Their fixed and equity teams have access to the latest analytical and management systems. These systems enable their managers to maintain portfolios that provide diversification within a risk-controlled framework.
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