J&T Funds offers twenty separate Funds so you can construct your own personal asset mix that covers a broad range of asset classes or investment styles. Each Fund has a different investment objective and style. If the markets or your financial needs change, you can exchange shares of one Fund for shares of another within the J&T Funds family with no cost.
Further information is available in the Funds-at-a-glance chart below.
Risk/Return
Rating
(see below) |
Fund Name |
Fund Advisor |
Benchmark Index |
Share Class |
| 1 |
US Money Market |
Western Asset Management |
Money Market |
Class G |
| 1 |
Canadian Money Market |
Cumberland Private Wealth Management |
Money Market |
Class CM |
| 1 |
Euro Money Market |
AIM Global |
Money Market |
Class Y |
| 2 |
Intermediate Gov/Corp Bond |
Allegiance Capital Inc. |
LB Int Gov't./Credit |
Class H |
| 3 |
U.S. Invest. Grade Convert. |
Calamos Asset Management |
ML Invt. Grade Conv. |
Class J |
| 3 |
Global Fixed Income |
Brandywine Asset Management |
Citigroup WGBI |
Class R |
| 3 |
International Value |
Delaware Capital Management |
MSCI EAFE |
Class T |
| 3 |
U.S. Large Cap Value |
NFJ Investment Group |
Russell 1000 Value |
Class M |
| 3 |
Global Equity Value |
Brandes Investment Partners/Templeton |
MSCI All Country World |
Class S |
| 3 |
U.S. Large Cap Core Equity |
MDT Advisors (MDTA) |
S&P 500 Index |
Class K |
| 3 |
Canadian Equity Value |
Cumberland Private Wealth Management |
S&P/TSX 60 |
Class CV |
| 3 |
Canadian Core Equity |
PCJ Investment Counsel Ltd. (PCJ) |
S&P/TSX 60 |
Class CC |
| 4 |
Covered Call Strategy |
UBS Private Wealth Management |
Dow Jones Industrial Average |
Class EC |
| 4 |
U.S. All Cap Growth |
Clearbridge Advisors |
Russell 3000 Growth |
Class N |
| 4 |
U.S. Large Cap Growth |
Renaissance Group |
Russell 1000 Growth |
Class L |
| 4 |
U.S. Small Cap Value |
Wells Capital |
Russell 2000 Value |
Class Q |
| 5 |
Special Situations |
J&T Bank and Trust |
N/A |
Class SS |
| 5 |
Emerging Markets |
Newgate |
MSCI Emerging Markets Free |
Class V |
