List of Funds

Mutual funds are used as the primary investment vehicle 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:

American Century Funds	Calvert Funds	Century Funds
CGM Funds	Citizens Funds	Clipper Funds
Dodge & Cox Funds	Domini Funds	Dreyfus Funds
Fairholme Funds	Fidelity Funds	First Hand Funds
Invesco Funds	Janus Funds	Legg Mason Funds
Longleaf Funds	Mairs & Powers Funds	Neuberger Berman
Northern Funds	Oakmark Funds	Rydex Funds
Third Avenue Funds	Tocqueville Funds	T Rowe Price Funds
Vanguard Funds	Weitz 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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