Products- Mutual Funds
Mutual Funds
At Smith Barney, our mission is to help you build a secure financial future; mutual funds can be an important ingredient in getting you there. Following are descriptions of the vast array of mutual fund choices and mutual fund related services offered by Smith Barney. For more information contact a Smith Barney Financial Advisor.
Thousands of Mutual Fund Choices
Smith Barney is one of the largest distributors of mutual funds in the industry today. Why? In part, because of what you know and in part because of what you may be surprised to see. Find the funds that help meet your financial needs by visiting our Mutual Fund Search Tool.
Over the years, Smith Barney has cultivated strong relationships with some of the most respected mutual fund companies in the industry. This long tradition has always allowed your Smith Barney Financial Advisor to choose from a wide variety of quality mutual funds when helping you develop your investment plan.
TRAK®: Personalized Investment Advisory Service
If you're overwhelmed by the number of mutual fund statements you receive each month, Smith Barney's custodial service may be the answer. Now, you can have investment advice on select no-load funds through Smith Barney's TRAK. The maximum annual fee for participating in the TRAK program is 1.5%. (The fee for retirement accounts may differ.) It can simplify your life by consolidating your mutual fund holdings onto a single monthly statement.
Mutual Funds Monitor and Mutual Fund Evaluation Service
Advertisements talk about how well a fund has performed over specified periods of time, but has anyone told you how your funds have performed in the time you've owned them? Smith Barney's Mutual Funds Monitor and Mutual Fund Evaluation Service can help.
For More Information
To find out more about any of Smith Barney's mutual fund products or services e-mail your Smith Barney Financial Advisor or consult or find the Smith Barney Branch nearest you.
TRAK is a registered trademark of Citigroup Global Markets Inc.
Special TRAK Note: The TRAK Personalized Investment Advisory Service, as described on this Web Site, is available only to U.S. persons and entities. The portion of this Web Site relating to the TRAK Personalized Investment Advisory Service does not constitute investment advice or recommendations and is not a solicitation to provide investment advisory services to, or to purchase or sell any security to or from, any non-U.S. person or entity.
For more information, please contact your Smith Barney Financial Advisor.
