Looking for fund information? We’ve got you covered. Fund Facts are typically refreshed annually to provide updates to returns and holdings information.

Select the applicable product to view the most recently released version:

Product

Fund Facts Document

Pivotal Select Fund Facts (form # 1366)
Pivotal Solutions (No Load, DSC) Fund Facts (form # 1170)

Click here to read about upcoming changes affecting Pivotal Select.

Click here to read about upcoming changes affecting our other segregated fund products.