Michelangelo Funds

The MichelangeloTM Family of funds consists of a collective investment fund and one common trust fund that are available exclusively to First American employee benefit plans and trust customers.

  • Common trust fund pools the assets of our trust customers and enables smaller trusts to have a diversified portfolio of individual equity securities.
  • Similarly, the collective investment funds enable 401(k) plans, pensions, profit sharing, and other retirement plans to participate in pooled funds that invest in either a diversified portfolio of equities or taxable fixed income securities.

MX-Large Cap Equity Collective Investment Fund

This fund invests in individual equity securities using the same investment process and research that supports our separately managed large cap core equity product. See Separately Managed Accounts at First American for more information about our large cap core equity portfolios.

MXI-Taxable Bond Collective Investment Fund

This fund holds Treasury, agency and investment grade corporate bonds in an actively managed portfolio. The longest maturity in the fund is ten years and the average maturity is typically about four years. The average credit rating is AAA.

 

 

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Quarterly Investment PDF

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