Consulting Group Capital Markets Funds (CGCM)

Build your financial future with CGCM Funds — available solely through TRAK program. CGCM Funds are a complete suite of style-driven mutual funds that are subadvised by some of the nation's most successful professional investment firms. CGCM Funds are managed according to a variety of asset classes and styles. With TRAK you receive:

Explore Our Funds

Essential to the CGCM Funds is Consulting Group's exclusive research process used to identify and select the subadvisors for the funds. It begins with a screening system that narrows the universe of more than 24,000 investment advisors registered with the Securities and Exchange Commission and with state regulatory agencies. After the managers have been selected, Consulting Group's team of research analysts continues to monitor each subadvisor and the fund for its investment quality.

Every manager is further evaluated by Consulting Group's Portfolio Advisory Services group, a team of investment professionals who examines each manager to confirm they have the right mix of skills and capabilities to meet the rigid standards of our program.

The result is a suite of style-driven mutual funds that are appropriate for any investor. Learn more about CGCM Funds.

Explore Our Funds:

XBRL Filing

About Portfolio Advisory Services

In addition to the research and evaluation process conducted by Consulting Group's research analysts, every manager ultimately chosen for TRAK has been further evaluated by the Consulting Group's Portfolio Advisory Services team. The Portfolio Advisory Services group comprises experts who examine the fund managers who have passed the research screen to determine which have the best mix of skills and capabilities for a multi-disciplinary program. The analysts consider many criteria including: past performance, style consistency, personnel tenure, and — key in a multi-manager program — concordance with other managers of the same fund. Among other things, multiple managers should be diversifying (within the same style) rather than duplicating efforts.

All mutual fund products are sold by prospectus, which contains more complete information about the fund. Please contact your Financial Advisor advisor for copies. Please read the prospectus and consider the fund's objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund.