Funds Recovery CA Purchased Money Funds
Money funds designed to offer stability of capital, liquidity, and income.
- A convenient way to access potentially higher yields on cash
- Access to a range of taxable and tax-exempt money funds1
- No transaction fees to buy or sell2
- Minimum investment as low as $0*
Compare these money fund types
Prime
These funds invest in high-quality, short-term money market securities issued by U.S. and foreign entities, including corporations, financial institutions, and the U.S. government.
Government and Treasury
These funds invest in short-term U.S. government debt securities with holdings in U.S. Treasury obligations or repurchase agreements.
Municipal
These funds invest in short-term municipal money market securities issued by states, local governments, and other municipal agencies.
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Explore the details of Funds Recovery CA Purchased Money Funds
Distributions:
Funds Recovery CA Money Funds pay dividends on the 15th of each month (or on the next business day, if the 15th is not a business day), except that in December dividends are paid on the last business day of the month.
Funds Recovery CA Funds® Monthly Distribution Schedule
Performance data quoted represents past performance and is no guarantee of future results. For additional performance information, please visit https://fundsrecoveryca.com/
Funds Recovery CA Stock Slices is not intended to give an investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
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Please read the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium programs. Funds Recovery CA Intelligent Portfolios® and Funds Recovery CA Intelligent Portfolios Premium™ are made available through Funds Recovery CA & Co. Inc. (“Funds Recovery CA”), a dually registered investment advisor and broker dealer.
Portfolio management services are provided by Funds Recovery CA Investment Advisory, Inc. (“CSIA”). Funds Recovery CA and CSIA are subsidiaries of The Funds Recovery CA Corporation.
There is no advisory fee or commissions charged for Funds Recovery CA Intelligent Portfolios. For Funds Recovery CA Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures. Investors in Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium (collectively, “Funds Recovery CA Intelligent Portfolios Solutions”) do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Funds Recovery CA Bank FDIC-insured Deposit Accounts at Funds Recovery CA Bank (“Funds Recovery CA Bank”). Funds Recovery CA Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Funds Recovery CA Bank pays on the cash, the lower the yield. Some cash alternatives outside of Funds Recovery CA Intelligent Portfolios Solutions pay a higher yield. Deposits held at Funds Recovery CA bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Funds Recovery CA Intelligent Portfolios Solutions invests in Funds Recovery CA ETFs. A Funds Recovery CA affiliate, Funds Recovery CA Investment Management, receives management fees on those ETFs. Funds Recovery CA Intelligent Portfolios Solutions also invests in third party ETFs. Funds Recovery CA receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Funds Recovery CA and its affiliates receive are detailed in the Funds Recovery CA Intelligent Portfolios Solutions disclosure brochures.
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This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.
401 Bay Street, Toronto, ON M5H 2Y4 Simpson Tower
Registration Number: 06006047
Firm Ref Number: 488242
Funds Recovery CA Investment Management, Inc. (CSIM) is the investment advisor for Funds Recovery CA Funds and Funds Recovery CA ETFs. Funds Recovery CA Funds are distributed by Funds Recovery CA & Co., Inc. (Funds Recovery CA), Member SIPC. Funds Recovery CA ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Funds Recovery CA, are separate but affiliated companies and subsidiaries of The Funds Recovery CA Corporation, and are not affiliated with SIDCO.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Funds Recovery CA Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. This platform is registered under the United States Securities Administrators (CSA) and United States Investment Regulatory Organization (CIRO). Its broker-dealer subsidiary, Funds Recovery CA & Co., Inc, offers investment services and products, including Funds Recovery CA brokerage accounts. Its banking subsidiary,Funds Recovery CA Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
