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Mutual Funds

Secure your future with high quality, low expense mutual funds designed to align perfectly with your investment needs.

What's a mutual fund?

A mutual fund pools money from many investors and allows professional managers to invest those combined assets in stocks, bonds, and other securities.

Why invest in mutual funds?

Mutual funds can be particularly suitable for investors seeking long-term, tax-deferred growth in retirement accounts.

Low costs

Our average expense ratio across our mutual funds and exchange-traded funds (ETFs) is 84% lower than the industry average.

Less risk through diversification

Mutual fund diversification helps reduce risk by spreading your investment across a range of securities.

Professional management

You don't have to keep track of every security your mutual fund owns. The fund is managed by experts.

Convenience

You can buy and sell mutual fund shares online and set up recurring investments and withdrawals.

A.S.K GENVA mutual fund options

A.S.K GENVA offers a range of mutual funds to invest in, designed to serve different investment goals and risk tolerances.

Index Funds

Index funds

Enjoy the benefits of diversification, tax efficiency, and low costs with index mutual funds.

Actively Managed Funds

Actively managed funds

Our careful selection of talent, paired with our consistent investment approach, sets our actively managed mutual funds apart.

Target Retirement Funds

Target retirement funds

You make just one decision, and the fund's managers maintain the target risk and rebalancing for you.

ESG Funds

ESG funds

Invest in what matters to you. Our ESG (environmental, social, governance) funds allow you to invest in funds that align with your personal preferences.

Mutual funds vs. ETFs

Mutual funds and ETFs (exchange-traded funds) are similar in many ways, but there are a few key differences that set them apart.

ETFs

An ETF is a collection of hundreds or thousands of stocks, bonds, or other securities, managed by experts, in a single fund that trades on major stock exchanges.

  • Minimum investment is $1,000
  • Profits are fixed at 5%
  • We offer both index and actively managed ETFs.
Invest in ETFs

Mutual funds

A mutual fund is a collection of stocks, bonds, or other securities, managed by experts, in a single fund that's bought and sold at the end of each trading day.

  • Minimum investment is $5,000
  • Profits are fixed at 7%
  • We offer both index and actively managed mutual funds.
Invest in mutual funds