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Mutual Funds Available to Clients of Atlantic Financial
  Excelsior Funds

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FUND NAME CUSIP SYMBOL OBJECTIVE  
EXCELSIOR BLENDED EQUITY CUSIP 300722303 SYMBOL UMEQX  Growth  
EXCELSIOR CALIF SHRT INTER TRM TAX-EX INC CUSIP 300861606 SYMBOL UMCAX  Municipal Bond  
EXCELSIOR CORE BOND FD INSTIT CL CUSIP 300722451 SYMBOL EXCBX    
EXCELSIOR CORE BOND FD-RETIREMENT SHRS CUSIP 300722527 SYMBOL URMGX    
EXCELSIOR CORE BOND FUND CUSIP 300722501 SYMBOL UMMGX  Corporate Bond  
EXCELSIOR EMERGING MARKETS CUSIP 300722667 SYMBOL UMEMX  Emerging Markets  
EXCELSIOR EMERGING MRKTS FD INST CL CUSIP 300722469 SYMBOL EXEMX    
EXCELSIOR ENERGY & NATURAL RESOURCES CUSIP 300722733 SYMBOL UMESX  Natural Resources  
EXCELSIOR EQUITY INCOME FD RTMT SHS CUSIP 300722543 SYMBOL UREIX    
EXCELSIOR EQUITY INCOME FUND CUSIP 300722576 SYMBOL UMEIX    
EXCELSIOR EQUITY OPPORTUNITIES FD CUSIP 300722550 SYMBOL UMECX  Growth  
EXCELSIOR HIGH YIELD CUSIP 300722634 SYMBOL UMHYX  Corporate Bond  
EXCELSIOR INTERMED TERM TAX EXEMPT CUSIP 300861200 SYMBOL UMITX  Municipal Bond  
EXCELSIOR INTERNATL CUSIP 300722600 SYMBOL UMINX  Foreign Stock  
EXCELSIOR INTMED TERM BOND FUND CUSIP 300722832 SYMBOL UIMIX  Corporate Bond  
EXCELSIOR LARGE CAP GROWTH CUSIP 300722683 SYMBOL UMLGX  Growth  
EXCELSIOR LARGE CAP GROWTH FD RTMT SHS CUSIP 300722535 SYMBOL URLGX    
EXCELSIOR LONG TERM TAX EXEMPT FUND CUSIP 300861309 SYMBOL UMLTX  Municipal Bond  
EXCELSIOR MID CAP VALUE & RESTRUCTING CUSIP 300727831 SYMBOL UMVEX  Growth  
EXCELSIOR MIDCAP VAL & RESTRUCT RTMT SHS CUSIP 300722519 SYMBOL URVEX    
EXCELSIOR MIDCAP VAL RESTRUCT INSTITNL CUSIP 300727849 SYMBOL EXVAX  Growth  
EXCELSIOR NY INTER TAX EXEMPT CUSIP 300861408 SYMBOL UMNYX  Municipal Bond  
EXCELSIOR PACIFIC ASIA CUSIP 300722717 SYMBOL USPAX  Pacific Stock  
EXCELSIOR REAL ESTATE CUSIP 300722675 SYMBOL UMREX  Real Estate  
EXCELSIOR SHORT TERM GOVERNMENT SECS CUSIP 300722824 SYMBOL UMGVX  Government Bond  
EXCELSIOR SHORT TERM TAX EXEMPT SECS CUSIP 300861507 SYMBOL USSSX  Municipal Bond  
EXCELSIOR SMALL CAP CUSIP 300722816 SYMBOL UMLCX  Small Company  
EXCELSIOR SMALL CAP FUND RTMT SHS CUSIP 300722493 SYMBOL URLCX    
EXCELSIOR TOTAL RET BOND FD-INSTIT CUSIP 300727872 SYMBOL EXTBX    
EXCELSIOR VALUE & RESTRUCTURING CL R CUSIP 300722485 SYMBOL URBIX    
EXCELSIOR VALUE AND RESTRUCTURING CUSIP 300722782 SYMBOL UMBIX  Growth  

Note: Mutual Fund availability subject to change. 
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Atlantic Financial has been serving clients on the Internet since 1994 and enjoys a solid reputation for service, selection and value. We can review your financial plan, assist with your 401k Rollover or IRA Rollover and answer your retirement questions.

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