Members Mutual Funds
 

Member - Service Center Overview


 

Service Center
Access your MEMBERS® Mutual Funds account, obtain forms to update an existing account or establish a new account, review compliance reports, fund prices and performance, and year-end tax information.



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Our goal is to help you reach your goals. Along with your financial advisor's assistance, our Investor Profile Questionnaire and balanced, intelligent investment choices help you build a plan to achieve your dreams.
 
 
Find your model portfolio.Select MEMBERS®  Mutual Funds that are right for you.Get Information on MEMBERS® Mutual Fund.

Use our Investor Profile Questionnaire (IPQ) and answer a few simple questions to determine your best investment strategy.

MEMBERS Mutual Funds Brochure(4253 KB) 

MEMBERS Equity Income Fund Investor Guide

Investor Profile Questionnaire(1476 KB)
 
Double Diversification - MMF Target Allocation Funds(831 KB)  

Use the list of recommended MEMBERS Funds for your asset allocation model portfolio, or choose a Target Allocation fund with your financial advisor's help. Consider the investment objectives, risks, charges and expenses carefully before investing.
Prospectus and Reports.
Fund Fact Sheets
 

Learn more about our balanced, intelligent investment choices and keep up to date on information regarding your MEMBERS Mutual fund investments.

Daily Price Summary
Performance Summary
Tax Information
Prospectus and Reports
 
 

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*MEMBERS® Mutual Funds are distributed by Mosaic Funds Distributor, LLC.

For more complete information about MEMBERS® Mutual Funds, including charges and expenses, obtain a prospectus from your representative, by calling 1-800-877-6089 or by clicking on the prospectus section to view or download a prospectus. Read it carefully before you invest or send money. Consider the investment objectives, risks and charges and expenses of the investment carefully before investing. The prospectus contains this and other information about the investment company.

MEMBERS® Mutual Funds are not deposits in, or obligations of, and are not guaranteed by, any financial institution and are not federally insured.




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