Members Trust Company
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Prospectuses

Exchange-traded Funds

Ticker Fund Name
SHY iShares 1-3 Year Treasury Bond
IEFA iShares Core MSCI EAFE
IEMG iShares Core MSCI Emerging Markets
IJH iShares Core S&P Mid-Cap
IJR iShares Core S&P Small-Cap
AGG iShares Core US Aggregate Bond
IJJ iShares S&P Mid-Cap 400 Value
IGSB iShares Short-Term Corporate Bond
STPZ PIMCO 1-5 Year US TIPS Index
SPSB SPDR Portfolio Short Term Corporate Bond
SPY SPDR S&P 500
VUG Vanguard Growth ETF
VBK Vanguard Small-Cap Growth ETF
VTV Vanguard Value ETF

Mutual Funds

Ticker Fund Name
DODIX Dodge & Cox Income
DODGX Dodge & Cox Stock
FGSIX Federated MDT Mid Cap Growth
FMIJX FMI International
FCGAX Franklin Growth
FKSAX Franklin Strategic Income
HAINX Harbor International
JAGIX Janus Growth and Income
NOEMX Northern Emerging Markets Equity Index
PCBIX Principal MidCap Institutional
PRHYX T. Rowe Price High Yield
PRNHX T. Rowe Price New Horizons
VEIPX Vanguard Equity Income
VFIDX Vanguard Interm-Term Investment Grade
VFSUX Vanguard Short-Term Investment Grade

Tax Exempt Mutual Funds

Ticker Fund Name
VWIUX Vanguard Interm-Term Tax-Exempt ADM
VMLUX Vanguard Limited-Term Tax-Exempt ADM
VWLUX Vanguard Long-Term Tax-Exempt ADM
VWSUX Vanguard Short-Term Tax-Exempt ADM

Money Market

Ticker Fund Name
TOIXX Federated 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 © 2021 Members Trust Company.

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.

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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