Investment Funds

Fund Commentary

Compass sub-advisors share their perspective on the market.

Sub Advisor Insights—Investment Strategies Q2 2020

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

Sub Advisor Insights—Markets Q2 2020

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

Notice: Compass Fund Year-End Distributions

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

Sub Advisor Insights—Investment Strategies Q2 2019

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

Sub Advisor Insights—Markets Q2 2019

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

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