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Home > Financial Services > Mutual Funds > AssetMark
AssetMark
AssetMark is a mutual fund company that was founded in 1996. The company is located at California and currently administers 40,000 client portfolios, representing more than 6 billion dollars in assets. These are a family of No-Load Mutual Funds offering a diverse range of style-specific investment options and access to institutional quality Investment Managers. They were designed to meet the professional standards of fee-based Investment Advisors looking for the means to properly allocate assets within their client's portfolios utilizing a mutual fund solution.
The company offers investments in various types of funds like AssetMark Core Plus Fixed Income AFCFX, AssetMark International Equity AFIEX, AssetMark Large Cap Growth AFLGX, AssetMark Large Cap Value AFLVX, AssetMark Real Estate Securities AFREX, AssetMark Small/Mid Cap Growth AFSGX, AssetMark Small/Mid Cap Value AFSVX, AssetMark Tax-Exempt Fixed Income AFTIX.
AssetMark Core Plus Fixed Income fund seeks to provide current income consistent with low volatility of principal. It normally invests at least 80 percent of net assets in shares of underlying mutual funds that invest in fixed income securities. It invests primarily in fixed income securities that are rated investment grade or better. The fund may invest a portion of its assets in high-yield debt securities and bonds issued by companies headquartered outside of the United States.
AssetMark International Equity Fund seeks long-term capital appreciation on their investment. The fund normally invests at least 80 percent of net assets in equity securities. Its investments in equity securities may include common stocks, preferred stocks and convertible stocks of companies of any size capitalization. The company has its headquarters outside of the U.S., or that derives more than 50 percent of their gross revenues outside of the U.S., or have more than 50 percent of their assets outside of the U.S. This fund’s Net Asset Value of this plan is 14.48.
AssetMark Large Cap Growth Fund seeks long-term capital appreciation. It normally invests at least 80 percent of net assets in large capitalization companies. These are companies with a market capitalization within the range of those companies included in the Russell 1000 index. The fund's investments in equity securities may include common stocks, preferred stocks, and convertible securities. The management of the fund select stocks of companies it believes have potential for growth.
The fund is a professionally managed company with years of experience and the dedicated fund managers work diligently to ensure that the investor’s money is secure to a great extent. So you can rest assured that you will get the best returns for your investment.
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