FundQuest's investment management and research team conducts ongoing research on the advantages of active and passive (index-based) investing. Our most recent study analyzed the historical performance of over 30,435 U.S. domiciled non-index mutual funds in 60 categories representing almost $4 trillion of assets as of the end of 2008.

Leveraging the results of this study and applying a disciplined manager selection process, FundQuest created ActivePassive Portfolios. Each Portfolio is comprised of FundQuest's family of mutual funds, which are invested in a blend of actively and passively (ETFs and index funds) managed strategies, attempting to gain the benefits of both and minimize the challenges of each. These innovative investment models provide advisors with a comprehensive and unique solution for clients with various risk profiles from Aggressive to Conservative.

Like other FundQuest managed models, Investment Advisors and their investor clients benefit from:

• Ongoing professional portfolio management by FundQuest's experienced investment analysts
• Tax-sensitive portfolio options
• Consolidated performance reporting
• Online, on-demand performance reports
• Rebalancing of portfolios

Learn more about the ActivePassive Portfolios and FundQuest's mutual funds in the ActivePassive Portfolios brochure.