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Mutual Funds
- Important Investor Information from FINRA
- It's important to understand how certain fees and expenses will affect your investment and return. Learn more by reading Mutual Fund Share Classes and Compensation (PDF).
- Learn more about our revenue sharing arrangements (PDF).
At Morgan Stanley Smith Barney, our mission is to help you build a secure financial future; mutual funds can be an important ingredient in getting you there. Following are descriptions of the vast array of mutual fund choices and mutual fund related services offered by Morgan Stanley Smith Barney. For more information contact your Financial Advisor.
Thousands of Mutual Fund Choices
Morgan Stanley Smith Barney is one of the largest distributors of mutual funds in the industry today. Why? In part, because of what you know and in part because of what you may be surprised to see. Find the funds that help meet your financial needs by visiting our Mutual Fund Search Tool.
Over the years, Morgan Stanley Smith Barney has cultivated strong relationships with some of the most respected mutual fund companies in the industry. This long tradition has always allowed your Financial Advisor to choose from a wide variety of quality mutual funds when helping you develop your investment plan.
TRAK®: Personalized Investment Advisory Service
If you're overwhelmed by the number of mutual fund statements you receive each month, our custodial service may be the answer. Now, you can have investment advice on select no-load and load-waived funds through TRAK. The maximum annual fee for participating in the TRAK program is 2.0%. (The fee for retirement accounts may differ.) It can simplify your life by consolidating your mutual fund holdings onto a single monthly statement.
Consulting Group Capital Markets Funds
CGCM Funds are a complete suite of style-driven mutual funds that are sub advised by some of the nation's most successful professional investment firms. CGCM Funds are managed according to a variety of asset classes and styles.
Mutual Funds Monitor and Mutual Fund Evaluation Service
Advertisements talk about how well a fund has performed over specified periods of time, but has anyone told you how your funds have performed in the time you've owned them? Morgan Stanley Smith Barney's Mutual Funds Monitor and Mutual Fund Evaluation Service can help.
For More Information
To find out more about any of our mutual fund products or services contact your Financial Advisor or find the branch nearest you.
Special TRAK Note: The TRAK Personalized Investment Advisory Service, as described on this Web Site, is available only to U.S. persons and entities. The portion of this Web Site relating to the TRAK Personalized Investment Advisory Service does not constitute investment advice or recommendations and is not a solicitation to provide investment advisory services to, or to purchase or sell any security to or from, any non-U.S. person or entity.
Following are descriptions of the vast array of mutual fund choices and mutual fund related services we offer.
Mutual Fund Choices
Visit our Mutual Fund Search Tool to discover the breadth of funds available through our firm.
TRAK®: Personalized Investment Advisory Service
If you're overwhelmed by the number of mutual fund statements you receive each month, our custodial service may be the answer. Now, you can have investment advice on select no-load funds through TRAK. The maximum annual fee for participating in the TRAK program is 1.5%. (The fee for retirement accounts may differ.) It can simplify your life by consolidating your mutual fund holdings onto a single monthly statement.
Mutual Funds Monitor and Mutual Fund Evaluation Service
Advertisements talk about how well a fund has performed over specified periods of time, but has anyone told you how your funds have performed in the time you've owned them? Our Mutual Funds Monitor and Mutual Fund Evaluation Service can help.
For More Information
To find out more about any of our mutual fund products or services contact your advisor.
Special TRAK Note: The TRAK Personalized Investment Advisory Service, as described on this Web Site, is available only to U.S. persons and entities. The portion of this Web Site relating to the TRAK Personalized Investment Advisory Service does not constitute investment advice or recommendations and is not a solicitation to provide investment advisory services to, or to purchase or sell any security to or from, any non-U.S. person or entity.
For more information, please contact your Financial Advisor.