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MUTUAL FUNDS

Partnering with select institutional managers

The AAM Fund Family was created to provide advisors and their clients with access to carefully selected institutional managers — managers we believe have unique approaches and proven investment processes that can add value to investor portfolios.

Because these managers primarily serve institutional clients, they are typically not otherwise available to advisors and individual investors.

Currently, we are pleased to offer mutual funds subadvised by Bahl & Gaynor Investment Counsel, Insight Investment*, Hartford Investment Management Company (HIMCO), and Phocas Financial.

AAM/Bahl & Gaynor Income Growth Fund
AFNAX • AFYCX • AFNIX
Large Cap Core Equity:
Primarily current and growing income, secondarily downside protection and thirdly long-term capital appreciation.
AAM/HIMCO Global Enhanced Dividend Fund
HGDAX • HGDCX • HGDIX

AAM/HIMCO Short Duration Fund
ASDAX • ASDCX • ASDIX
Long/Short Equity:
Seeks a high level of current income and capital appreciation.

Short Duration Fixed Income:
Seeks current income and long-term total return.
AAM/Insight Select Income Fund
CPUAX • CPUCX • CPUIX
Intermediate Fixed Income:
Seeks a high rate of current income.
AAM/Phocas Real Estate Fund
APRAX • APRIX
Real Estate:
Seeks long-term total investment return through a combination of capital appreciation and current income.

The Fund’s investment sub-advisor is Insight North America LLC (INA). INA is part of ‘Insight’ or ‘Insight Investment’, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectuses and summary prospectuses contain this and other information about the Fund, and should be read carefully before investing. Click on the fund name to obtain a current copy of its prospectus and summary prospectus or call 888.966.9661.

All products shown above may not be available within your firm. Please consult your AAM Representative for more information.

Mutual fund investing involves risk, including the potential loss of principal.

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