New Funds Available February 21

With a diverse platform of Investment Managers and Funds, Security Benefit offers an excellent program for clients wanting diversification in their 403(b), SIMPLE, SEP, ROTH, and Traditional IRAs.

Advisor Mutual Fund Program - New Funds Available

Advisor Mutual Fund is a unique mutual fund custodial platform with more than 140 Mutual Funds and more than 30 Investment Managers to offer the diversification that you need. It is easy to use with low minimums to get started, and an efficient enrollment process to sign up. 

Key Investment Features:

  • Robust set of Investment Options with over 30 Investment Managers
  • 5 Passive Index Portfolio options with Vanguard®
  • 5 Target Portfolios by Mesirow Financial®
  • The addition of American Funds® 
  • New fund additions with ESG integration
  • Target Date Funds with T. Rowe Price® and Vanguard®

In addition to the robust set of investment options, Advisor Mutual Fund has many customer friendly features to help you provide a simple, competitive platform for your clients. 

Fund Additions and Removals

Fact Sheet - Option 3

Fact Sheet - Option 4 

Mesirow Risk Quiz

Passive Portfolios with Vanguard Funds

Target Portfolios

Quarterly Performance

 

For more information (including financial professional fact sheets and resources), call 800.747.5164, Option 3.

You should consider the investment objectives, risks, and charges and expenses of the mutual funds carefully before investing. You may obtain prospectuses and/or summary prospectus (if available) that contains this and other information about the mutual funds by calling our Service Center at 1-800-888-2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.
 

The performance returns shown above are hypothetical, non-standardized performance returns based on past performance. Past performance is no guarantee of future results. The performance calculations assume a one-time investment of $1,000 at the beginning of each period, and account value rebalanced quarterly into the model allocations shown on the following pages of this brochure. All dividends are assumed to be reinvested. Returns for periods longer than one year are annualized returns. Sales loads are waived by the funds for purchases made through the Security Benefit Advisor Mutual Fund Program®. If you purchase these funds outside of the Security Benefit Advisor Mutual Fund Program®, you may be subject to these charges. If the sales loads were reflected in the accompanying performance data, it would reduce the quoted performance. 

In addition, the Security Benefit Advisor Program® mutual fund performance numbers do not reflect deduction of any Trust/Custodial Account charges, which would reduce the quoted performance. Because this performance information does not reflect deduction of Trust/Custodial Account charges, the quoted performance is higher than the performance experienced by your Trust/Custodial Account. Certain of these returns pre-date the availability of the Target Portfolio.

The Security Benefit Advisor 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code. The Security Benefit Advisor 457 is a Trust Account under §457 of the Internal Revenue Code. Security Benefit Advisor IRA is an IRA Custodial Account under §408(a) of the Internal Revenue Code. Securities are distributed by Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).
 

The funds used to populate the portfolios are those that are available in the Security Benefit Advisor Mutual Fund Program®. The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. Go to SecurityBenefit.com for the most recent month-end performance.

Neither Mesirow Financial or Security Benefit actively manage your account.

Mesirow Financial is not affiliated with Security Benefit. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2019. All rights reserved.

Morningstar defines "Sustainable Investment" as a fund that explicitly indicates any kind of sustainability, impact, or ESG strategy in their prospectus or offering documents. "ESG Funds" incorporate environmental, social, and governance (ESG) principles into the investment process or engagement activities. "Impact Funds" seek to make a measurable impact with investments on specific issue areas like Gender Diversity or Community development alongside financial return. "Environmental Sector Funds" are non-diversified funds that invest in environmentally oriented industries like renewable energy or water.