Investment Funds

Compass Commentary

Our latest moneymaking and saving ideas

The Compass Portfolios team keeps an eye on the issues and events that are driving your portfolio's performance. We’re always thinking about how we can help you make a buck or save a buck.

Portfolio Manager's Commentary Q3, 2020

The Portfolio Manager's Commentary is available for the third quarter of 2020. 

Sub-advisor Commentary Q2 2020 - Investment Strategies

Sub-advisors for the Compass Portfolio program reviews the events in their underlying investment strategies during the second quarter of 2020. 

Sub-advisor Commentary Q2 2020 - Markets

Compass sub-advisors discuss the market and analyze the events during the second quarter of 2020. 

Market update: June 9, 2020

With the many events that have happened over the past two months, we will review what has occurred in the economy, in the financial markets, and with the Compass Portfolios.

Market Volatility Q&A - April 2020

A quick reflection on the first quarter of 2020. 

Part 4: Brief market update March 2020

Despite efforts taken to counter COVID-19 the number of diagnosed cases continued to grow, and steps taken to minimize the resulting economic interruption took center stage.

Part 3: Brief market update March 2020

At the middle of the third week of March, the number of COVID-19 cases grew rapidly but so did the countervailing efforts meant to slow the virus’s spread.

Part 2: Market volatility update March 2020

As the second week in March concluded, the real-life ramifications of COVID-19 came into closer focus and the financial markets continued to react. 

Market volatility update - March 2020

Into the second week of March, financial markets continued to reflect extremely heightened emotions about the potential economic fallout from the spread of COVID-19.

Stock market volatility and the Coronavirus

What are the economic and investment implications, if any, and what is the path forward for an investor?

Notice: Compass Fund Year-End Distributions

Due to year-end distribution adjustments, you may notice some changes to your Compass holdings.

Sub-Manager Commentary Q2 2019 - Investment Strategies

Sub-Advisors for the Compass Portfolio program reviews the events in their underlying Investment strategies during the second quarter of 2019. 

Sub-Advisor Commentary Q2 2019 - Markets

Compass sub-advisors discuss the market and analyze the events during the second quarter of 2019. 

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