Funds Offered
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Shilla Custom Plan Fund Selection List* | |
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Alger Alleghany American Skandia Advisor Bankers Trust Bear Stearns Calvert Group Capital Investment Group Caterpillar Chase Vista Cohen & Steers Securities Davis Dean Investments Delaware Investments Dreyfus Eaton Vance Evergreen Inv. Services, Inc. Federated Fidelity Advisor First American Franklin Templeton** Frank Russell & Company GAM Services, Inc. Gabelli Funds G.E. Investment Services Goldman Sachs Governor HomeState** Ivy Mackenzie |
Jundt Keeley** Kemper Legg Mason Liberty/Colonial Lord Abbett MFS MMA Praxis Marsico** Morley Capital Munder Nicholas Applegate Oak Associates Oakmark One Group Funds/SEI Orbitex Manaement, Inc. PIMCO Phoenix Pilgrim Baxter (PBHG) Pioneer Putnam Safeco Securities, Inc. Scudder SEI Seligman State Street Research Group Van Kampen American Capital Weiss Peck & Greer |
* This list is a representation subject to change without prior notice and there are no warranties, written or implied, that these fund families will be available on the Shilla Custom Plan trading platform. ** There are certain restrictions regarding NSCC trading with these fund groups. Please contact a Shilla client service representative for further details. | |