optimization   portfolio analysis

Adjust Your Investment Strategy.

Make the most out of your investments by fine-tuning your approach.

Track Your Investment Performance with Fund Reports

Commonwealth Funds believes tracking the performance of your investments with fund reports is instrumental to measure their value. Therefore, our fund managers provide semi-annual and annual investment reports for you to review. Every report details the performance of each fund, as well as the portfolio composition and its percentage towards the total investment, so you know at all times what you’re investing in. The report goes on to list the schedule of investments and identifies financial highlights, such as net value assets from the beginning to end of a period.


If you have questions, contact Shareholder Services at 888.345.1898.

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The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.