MUTUAL FUNDS

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CDM's integrated mutual fund trading and participant record keeping platform allows easy access to the industry's top mutual fund families. This unlimited access provides plan sponsors with the flexibility to choose superior mutual funds in each desired asset class as part of a plan's investment menu.

CDM is pleased to make available the following mutual fund families* :

*All Defined Contribution Clearing & Settlement (DCC&S) funds are available. Please contact CDM for additional information.

Note: Legg Mason Funds are only available through duly authorized brokers.

Please Contact Chip Earle at cearle@cdmretirement.com for a complete listing of available fund options.