Fund Families

List of Funds

Mutual funds and Exchange Trade Funds (ETF's) are used as the primary investment vehicles for WASI retirement accounts. They provide the account holder with the ability to purchase a basket of securities in the stock market and spread the risks associated with selecting individual stocks or bonds. By owning different types of mutual funds, the investor can achieve a balanced portfolio with far less invested than would be required by owning stocks or bonds in a number of different companies.

A broad range of individual funds can be selected from many different fund families. WASI managed retirement accounts may utilize our fund recommendations or allow you to choose your own funds, based on our mutual strategies. Fund families that we currently utilize include, but are not limited to:

  • Socially Responsive funds: Calvert, Parnassus, Pax World, Ariel
  • CGM Funds 
  • Dodge & Cox Funds
  • Fidelity Funds
  • Ishares
  • State Street Global Advisors
  • T. Rowe Price Funds
  • USAA
  • Vanguard Funds

For an in depth discussion on how we select individual funds, please see the discussion in the INVESTMENT OPTIONS section.

 
 
 

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