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Accessor Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Accessor Funds ACCESSOR AGGRESIVE GRWTH ALLOC C 34987A806 ACAGX Mutual Fund   Aggressive Growth  $           4000  $             100  $           4000 1.25 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR AGGRESIVE GRWTH ALLOC CL A 34987A707 AGRRX Mutual Fund   Aggressive Growth  $           4000  $             100  $           4000 0.6 0.35 5.75 Yes Yes 0 Y
Accessor Funds ACCESSOR AGGRESIVE GRWTH ALLOC INV CL 34987A608 ACAIX Mutual Fund   Aggressive Growth  $           4000  $             100  $           4000 0.75 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR AGGRESSIVE GRWTH ALLOC INSTL CL 34987A509 AAGRX Mutual Fund   Aggressive Growth  $           100000  $             100  $           2000 0.25 0 None No Yes 0 Y
Accessor Funds ACCESSOR BALANCED ALLOC CL A 34987A772 AOBAX Mutual Fund   Balanced  $           4000  $             100  $           4000 0.55 0.35 5.75 Yes Yes 0 Y
Accessor Funds ACCESSOR BALANCED ALLOC CL C 34987A764 ABAFX Mutual Fund   Balanced  $           4000  $             100  $           4000 1.2 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR BALANCED ALLOC INSTL CL 34987A798 ABAAX Mutual Fund   Balanced  $           100000  $             100  $           2000 0.2 0 None No Yes 0 Y
Accessor Funds ACCESSOR BALANCED ALLOC INV CL 34987A780 ACBIX Mutual Fund   Balanced  $           4000  $             100  $           4000 0.7 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR GROWTH & INCOME ALLOC CL C 34987A814 AGIGX Mutual Fund   Growth and Income  $           4000  $             100  $           4000 1.2 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR GROWTH & INCOME ALLOC INSTL 34987A848 AGWAX Mutual Fund   Growth and Income  $           100000  $             100  $           2000 0.2 0 None No Yes 0 Y
Accessor Funds ACCESSOR GROWTH & INCOME ALLOC INV CL 34987A830 AGIIX Mutual Fund   Growth and Income  $           4000  $             100  $           4000 0.7 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR GROWTH ALLOCATION CL C 34987A855 AGGGX Mutual Fund   Growth  $           4000  $             100  $           4000 1.2 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR GROWTH FUND INSTL CL 349913467 AGROX Mutual Fund   Growth  $           100000  $             100  $           2000 1.02 0 None No Yes 0 Y
Accessor Funds ACCESSOR GRWTH & INCOME ALLOC A 34987A822 AOIAX Mutual Fund   Growth and Income  $           4000  $             100  $           4000 0.55 0.35 5.75 Yes Yes 0 Y
Accessor Funds ACCESSOR GRWTH ALLOC CL A 34987A863 AOGAX Mutual Fund   Growth  $           4000  $             100  $           4000 0.55 0.35 5.75 Yes Yes 0 Y
Accessor Funds ACCESSOR GRWTH ALLOC INSTL CL 34987A889 ACGAX Mutual Fund   Growth  $           100000  $             100  $           2000 0.2 0 None No Yes 0 Y
Accessor Funds ACCESSOR GRWTH ALLOC INV CL 34987A871 AGALX Mutual Fund   Growth  $           4000  $             100  $           4000 0.7 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR HIGH YLD BD CL C 34987A400 AHYIX Mutual Fund   Corporate Bond - High Yield  $           4000  $             100  $           4000 1.96 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR HIGH YLD BD FD ADV CL 34987A103 AHBAX Mutual Fund   Corporate Bond - High Yield  $           100000  $             100  $           2000 0.96 0 None No Yes 0 Y
Accessor Funds ACCESSOR HIGH YLD BD INV CL 34987A202 AHBIX Mutual Fund   Corporate Bond - High Yield  $           4000  $             100  $           4000 1.45 0.25 None No Yes 0 O
Accessor Funds ACCESSOR INCOME & GRWTH ALLOC CL A 34987A731 AOLAX Mutual Fund   Asset Allocation  $           4000  $             100  $           4000 0.63 0.35 5.75 Yes Yes 0 Y
Accessor Funds ACCESSOR INCOME & GRWTH ALLOC CL C 34987A723 AIGMX Mutual Fund   Asset Allocation  $           4000  $             100  $           4000 1.28 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR INCOME & GRWTH ALLOC INSTL CL 34987A756 AIGAX Mutual Fund   Asset Allocation  $           100000  $             100  $           2000 0.29 0 None No Yes 0 Y
Accessor Funds ACCESSOR INCOME & GRWTH ALLOC INV CL 34987A749 ACIGX Mutual Fund   Asset Allocation  $           4000  $             100  $           4000 0.78 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR INCOME ALLOC C 34987A673 AIACX Mutual Fund   Multisector Bond  $           4000  $             100  $           4000 1.46 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR INCOME ALLOC CL A 34987A681 AILAX Mutual Fund   Multisector Bond  $           4000  $             100  $           4000 0.71 0.25 4.75 Yes Yes 0 Y
Accessor Funds ACCESSOR INCOME ALLOC INSTL CL 34987A715 AIAAX Mutual Fund   Multisector Bond  $           100000  $             100  $           2000 0.46 0 None No Yes 0 Y
Accessor Funds ACCESSOR INCOME ALLOC INV CL 34987A699 AIAIX Mutual Fund   Multisector Bond  $           4000  $             100  $           4000 0.95 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR INSTL EQUITY INV CL 349913327 AIINX Mutual Fund   Foreign Stock  $           4000  $             100  $           4000 1.76 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR INTL EQUITY CL C 349913293 AICIX Mutual Fund   Foreign Stock  $           4000  $             100  $           4000 2.27 1 1.00 No Yes 0 Y
Accessor Funds ACCESSOR INTL EQUITY INSTL CL 349913335 ACIEX Mutual Fund   Foreign Stock  $           100000  $             100  $           2000 1.25 0 None No Yes 0 Y
Accessor Funds ACCESSOR INVMT GRADE INCOME INSTL CL 349913285 AIFIX Mutual Fund   Corporate Bond - General  $           100000  $             100  $           2000 0.88 0 None No Yes 0 Y
Accessor Funds ACCESSOR MORTGAGE SECURITIES INSTL CL 349913194 AMSFX Mutual Fund   Government Bond - Mortgage  $           100000  $             100  $           2000 0.98 0 None No Yes 0 Y
Accessor Funds ACCESSOR SMALL TO MID CAP INSTL CL 349913376 ASMCX Mutual Fund   Small Company  $           100000  $             100  $           2000 1.34 0 None No Yes 0 Y
Accessor Funds ACCESSOR SMALL TO MID CAP INV CL 349913368 ACSIX Mutual Fund   Small Company  $           4000  $             100  $           4000 1.84 0.25 None No Yes 0 Y
Accessor Funds ACCESSOR STRATEGIC ALTERNATIVE INSTL CL 34987A632 ASAFX Mutual Fund   Growth and Income  $           100000  $             100  $           50000 1.04 0 None No Yes 0 Y
Accessor Funds ACCESSOR VALUE INSTL CL 349913426 AVAIX Mutual Fund   Growth  $           100000  $             100  $           2000 1.01 0 None No Yes 0 Y
Accessor Funds ACCESSOR FRONTIER MARKETS FD INVT CL 34987A566 FRONX Mutual Fund   Growth  $           4000  $             100  $           4000 -999 0.25 None Yes Yes Y N
Accessor Funds ACCESSOR STRATEGIC ALTERNATIVE INVT CL 34987A541 FSAFX Mutual Fund   Growth and Income  $           4000  $             100  $           4000 -999 0.25 None Yes Yes Y N



 








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