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Advisor Mutual Fund Program

 

The Advisor Mutual Fund Program is a multi-fund family platform that offers you a variety of investment options, broad diversification and professional money management with Managed by Morningstar®.

 

Security Benefit's Advisor Mutual Fund program offers various ways to help you save for retirement, including 403(b)(7) accounts, traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs.

 

The program offers:

  • Choice from 100 mutual funds
  • More than 25 world-class investment managers
  • A variety of asset classes including traditional, global equity, fixed income, and alternative investments
  • Exchange funds in the program without additional charges
  • The advantage of money management services offered by Morningstar®

 

Helpful Resources

Fact Sheets (PDF): Option 3, Option 4

You should carefully consider the investment objectives, risks, and charges and expenses of the investment options available under the Advisor Mutual Fund Program before investing. You may obtain prospectuses that contain this and other information about the investment options by calling our Service Center at 800.888.2461. You should read the prospectuses carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

 

The Morningstar name and trademarks are used under license from Morningstar Associates, LLC, a registered investment advisor and a wholly-owned subsidiary of Morningstar, Inc. Morningstar, Inc. and Morningstar Associates, LLC are not affiliated with Security Benefit, its subsidiaries and affiliates. Security Benefit has no responsibility for the management operations of Morningstar or any of its affiliates.

 

*Withdrawals are subject to ordinary income tax and if withdrawn prior to age 59½ may be subject to a 10% IRS penalty tax.

 

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