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The fund operates as a fund of funds, investing primarily in registered mutual funds, including exchange-traded funds (ETFs). The funds in which the fund may invest are referred to herein as the underlying funds. The Advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of securities.
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Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
Ms. Brunson is Senior Vice President of Investment Strategies for AssetMark. Ms. Brunson is Director of Investment Strategies for GFWM, responsible for managing specific areas of the firms research, due-diligence and portfolio management functions. Ms. Brunson joined the firm in 2007. Prior to 2007, Ms. Brunson was a Director at Standard & Poors where she led the team responsible for manager research and multi-manager portfolios.
Mr. Chafkin serves as Chief Investment Officer of AssetMark, Inc. Previously, Mr. Chafkin was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternative asset management specialist. He joined AlphaSimplex in 2007 from Natixis Global Asset Management, where he served as President and CEO with responsibility for all of its affiliated managers in the United States and Asia. Prior to Natixis, Mr. Chafkin was with the Charles Schwab Corporation as a member of its Executive Committee. At Schwab, Mr. Chafkin headed the asset management and mutual fund divisions before serving as President of Schwab Advised Investing, overseeing equity research, mutual fund ratings, and all direct advisory services for retail clients. Before Schwab, Mr. Chafkin spent 15 years in senior management roles at Bankers Trust Company, most recently as CEO of Structured Investment Management and previously as COO of U.S. Asset Management, Chairman and President of Japan Bankers Trust Company, and Co-Head of Fixed Income. Mr. Chafkin earned a B.A. in Economics from Yale University and an M.B.A. in Finance from Columbia University.
Mr. Cox is Director of Portfolio Management for AssetMark . Mr. Cox joined the firm in 2008. Previously, Mr. Cox served as a Regional Consultant for AssetMark and as a Member of the Savos (GFAM) Investments. Prior to joining AssetMark, Mr. Cox was a Fixed Income Portfolio Manager at Lehman Brothers since 2003.
Mutual Funds Weekly Roundup: August 2Brian MathewsAug 2, 2018
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