MUTUAL FUNDS

Partnering with select institutional managers

WE EMPOWER FINANCIAL PROFESSIONALS TO SUCCEED



The AAM Fund Family was created to provide financial professionals with access to carefully selected boutique and institutional managers that we believe have distinct approaches and proven investment processes and can add value to investor portfolios.

Our selection process is designed to uncover managers with little to no presence in the retail space, but that have a wealth of capabilities, experience, and a strong history of managing assets. These hand-selected managers primarily serve institutional clients, so are typically not otherwise available to individual investors.

AAM/Bahl & Gaynor Income Growth Fund 
AFNAX • AFYCX • AFNIX

A large cap core equity fund that seeks to provide
current and growing income, downside protection
and lastly, capital appreciation.


Bahl and Gaynor

AAM/HIMCO Short Duration Fund 
ASDAX • ASDCX • ASDIX

Seeks to provide long-term total return and current
income. Parameters are set to potentially lower volatility
due to moves in interest rates and credit spreads
relative to traditional fixed income.

HIMCO logo

AAM/Insight Select Income Fund
CPUAX • CPUCX • CPUIX

Employs an opportunistic, income-oriented
approach in seeking to identify opportunities
with the overall goal of maintaining and
increasing current income.


Insight_Green

AAM/Phocas Real Estate Fund
APRAX • APRIX

A concentrated REIT portfolio with attractive
valuations, across most real estate sectors with the
overall goal of providing long-term total return
through a combination of capital appreciation
and current income.

phocas


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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