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Prospectuses

Exchange-Traded Funds

TickerFund Name
SHYiShares 1-3 Year Treasury Bond
IEFAiShares Core MSCI EAFE
IEMGiShares Core MSCI Emerging Markets
IGSBiShares 1-5 Year Investment Grade Corporate Bond
IJHiShares Core S&P Mid-Cap
IJRiShares Core S&P Small-Cap
AGGiShares Core US Aggregate Bond
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
STPZPIMCO 1-5 Year US TIPS Index
SPSBSPDR Portfolio Short Term Corporate Bond
SPYSPDR S&P 500
VUGVanguard Growth ETF
VBKVanguard Small-Cap Growth ETF
VTVVanguard Value ETF

Mutual Funds

TickerFund Name
DODIXDodge & Cox Income
DODGXDodge & Cox Stock
FGSIXFederated MDT Mid Cap Growth
FMIJXFMI International
FCGAXFranklin Growth
FKSAXFranklin Strategic Income
HAINXHarbor International
JAGIXJanus Growth and Income
NOEMXNorthern Emerging Markets Equity Index
PCBIXPrincipal MidCap Institutional
PRHYXT. Rowe Price High Yield
PRNHXT. Rowe Price New Horizons
VEIPXVanguard Equity Income
VFIDXVanguard Interm-Term Investment Grade
VFSUXVanguard Short-Term Investment Grade

Tax Exempt Mutual Funds

TickerFund Name
VWIUXVanguard Interm-Term Tax-Exempt ADM
VMLUXVanguard Limited-Term Tax-Exempt ADM
VWLUXVanguard Long-Term Tax-Exempt ADM
VWSUXVanguard Short-Term Tax-Exempt ADM

Money Market

TickerFund Name
TOIXXFederated Treasury Obligations Fund

 

Members Trust Company

Since 1987, we have been owned by America’s Credit Unions and share their values to act in the best interest of our clients. Regulated by the Office of the Comptroller of the Currency, we operate as a national wealth management firm under the fiduciary standard.

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Copyright © 2023 Members Trust Company.

Trust Services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Members Trust Company non-deposit investment products referenced in this site or any page hereof are not credit union or bank deposits or obligations of, or guaranteed or endorsed or otherwise supported by, Members Trust Company, any credit union or any affiliate, are not federally insured or guaranteed by the United States Government, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

National Headquarters: 14055 Riveredge Drive, Suite 525 | Tampa, FL 33637 | (888) 727-9191 | Fax: (813) 631-9898

If you are using a screen reader or other auxiliary aid and are having problems using this website, call Members Trust Company at (888) 727-9191 for assistance during regular business hours (8:30am to 5:30pm Eastern Standard Time).

By using this website, you understand the information being presented is provided for information purposes only and agree to our Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Members Trust Company or its affiliates do not provide legal or tax advice and investors are encouraged to consult with their personal law and tax professionals.

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