Fund Query

Our goal is to make it easy for you to do business with us. We have collected as much information as possible for you regarding funds that you may choose to add to your client's plan menu. You may search the information in four ways: by ticker symbol, by fund style, by fund category, or by fund family.

We recommend that you create an account or sign in to your existing account before proceeding. When you sign into the system, you have access to advanced search and selection options.

DISCLOSURE

The information provided is for guideline purposes only and is not intended to be relied upon for investment advice. The funds' prospectuses should be relied upon as the true and correct information.
Your firm must have a selling agreement with the mutual fund company. CPI does not track each firm's selling agreements. Please check with your home office to determine the selling agreements that your firm has in place.
This information may change at any time. CPI assumes no liability associated with changes made by the fund companies. This query is simply provided as a tool to help you with fund research.

Query by Ticker, CUSIP, or Fund Name

Enter the ticker(s), CUSIP(s), or one or more words in the fund name. Separate multiple tickers and cusips with a space, comma, or semi-colon.

Query by Fund Style

Choose from one of the four styles to view a list of funds in that style available through our Fund Families.

Query by Fund Family

Choose a fund family from all the fund families available on our system.

Query by Common Fund Categories

Choose from one of the categories below to view a list of funds in that category.

If a specific fund family is not listed, click on Miscellaneous Fund Families. If you still do not find the fund that you are looking for, call our Fund Hotline at 1-800-279-9916, extension 445, for availability.