Diverse Array of Fund Offerings
At Diversified Investment Advisors, we believe that diversification is the key to long-term investment success. That's why we offer such a broad array of fund options across the major asset classes and investment styles. Since no style or class consistently outperforms the others, it's essential that investors spread their assets across different types of investments.
Not only do we offer diverse choices, we provide the tools investors need to decide how to construct their portfolio mix. Some may want to assemble their own mix of funds. Others may prefer to leave the allocation decisions to experts by choosing one of our strategic allocation funds.
Click on any fund name below for more details. Note: any performance information provided from this page will be for the mutual fund option only.
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Fund Strategy: |
The Fund seeks to provide maximum yield consistent with a guarantee of principal and interest. The portfolio invests in investment grade securities with a minimum credit rating of BBB or Baa3.Securities may include asset backed securities; corporate notes, bonds and debentures; federal agency securities; money market instruments; mortgage backed securities; private placements; and treasury notes, bonds and bills fixed income instruments. |
Sub-Advisor: |
Galliard Capital Management |
Investment Objective: |
Maximum yield consistent with guarantee of principal and interest. |
Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
Federated Total Return Fund seeks total return. The fund normally invests primarily in investment-grade debt. Investments may include investment-grade U.S. and foreign corporate debt, mortgage- and asset-backed securities, and U.S. and foreign government debt. The fund may also invest in derivative instruments of such securities, as well as money-market instruments and cash.
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| Sub-Advisor: |
n/a |
| Investment Objective: |
Corporate Bond - General
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| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. The fund invests at least 80% of assets in inflation-indexed bonds issued by the U.S. government. It may invest in bonds of any maturity, though the fund typically maintains a dollar-weighted average maturity of seven to 20 years.
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| Sub-Advisor: |
n/a |
| Investment Objective: |
Government Bond – Treasury |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of assets in fixed-income securities that are rated below investment grade. It may include various types of fixed-income securities, such as corporate bonds and notes, mortgaged-related securities, asset-backed securities, zero coupon securities, convertible securities, preferred stock and other debt instruments of U.S. and foreign issuers. The fund also may invest up to 5% of assets directly in the common stock of high yield bond issuers.
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| Sub-Advisor: |
n/a |
| Investment Objective: |
Corporate Bond – High Yield |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks long-term growth of capital and income. The fund primarily invests in equity securities of medium-sized and large-sized companies. It may invest in common stocks, convertible securities and warrants. The fund may invest up to 20% of assets in foreign securities issued by emerging markets. It may also invest in real estate investment trusts and Rule 144A securities. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Growth and Income |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up Standard & Poor’s 500 index, which is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Growth and Income |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The AHA Socially Responsible Equity Fund is an SEC-registered mutual fund that seeks to achieve long-term capital growth while screening out companies deemed to be socially undesirable and seeking companies with positive social impact based on specific criteria established by the adviser. The sub-adviser for the fund is SKBA Capital Management, a San Francisco-based investment firm with over 14 years experience in managing socially -screened equity portfolios.
The Fund is designed to align investors’ social and ethical values with their investment objectives. The Fund is available to institutional and individual investors and is targeted to hospital and multi-hospital system plan sponsors and their retirement plan participants. |
| Sub-Advisors: |
CCM Advisors
SKBA Capital Management |
| Investment Objective: |
Long- term capital growth |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks long-term capital appreciation. The fund invests primarily (at least 80% of its assets) in the common stock of large-capitalization companies traded in the U.S. with prospects of strong earnings growth and attractive overall business fundamentals, selling at attractive valuations. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Growth a secondary objective. |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The Fund seeks high total investment return through investment primarily in a diversified portfolio of medium size value-oriented companies. The Fund seeks to invest in quality companies undergoing beneficial strategic changes that are selling at below market valuation standards due to limited analyst coverage and low expectations.
The securities of medium-sized companies, because of the issuers’ lower market capitalization, may be more volatile than those of large companies. |
| Sub-Advisor: |
Cramer Rosenthal McGlynn, LLC (since May, 2001) |
| Investment Objective: |
Capital appreciation with little to no consideration for current income. |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities issued by U.S. emerging capitalization companies with relatively earnings growth potential and valuation. It primarily buys common stock but can also invest in preferred stock and securities convertible into common and preferred stock.
The securities of medium-sized companies, because of the issuers’ lower market capitalization, may be more volatile than those of large companies. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Growth |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
Fidelity Low-Priced Stock Fund seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities that are priced at $35 per share or less, which can lead to investments in small and medium-sized companies. It may invest in stocks not considered low-priced. The fund may invest in domestic and foreign issuers. It also invests in either growth or value stocks.
The securities of small-sized companies, because of the issuers’ lower market capitalizations, may be more volatile than those of large or medium-sized companies. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Small Company |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks long-term growth of capital. The fund normally invests at least 80% of total assets in equity securities of U.S. companies in the range as the Russell 2000 value index and that are believed to be undervalued and have the potential for long-term growth of capital. It may invest up to 20% of total assets in foreign securities.
The securities of small-sized companies, because of the issuers’ lower market capitalizations, may be more volatile than those of large or medium-sized companies. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Small Company |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks or securities convertible into common stocks issued by companies with market capitalizations, at the time of initial purchase, equal to or less than the largest stock in the S&P SmallCap 600 index. It may invest the balance in securities issued by larger companies. The fund may also invest in preferred stocks and debt securities that are convertible or exchangeable into small-cap stocks.
The securities of small-sized companies, because of the issuers’ lower market capitalizations, may be more volatile than those of large or medium-sized companies. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Small Company |
| Additional Info: |
Fact Sheet
Prospectus |
| Fund Strategy: |
The investment seeks long-term total return, principally from growth of capital. The fund invests primarily (no less than 65% of total assets) in common and preferred stocks of foreign companies that have market capitalizations in excess of $1 billion, including those located in emerging markets. It invests in a minimum of 10 countries throughout the world. The fund focuses on companies located in Europe, the Pacific Basin and emerging industrialized countries whose economies and political regimes appear more stable.
Foreign securities and markets pose different and possibly greater risks than those customarily associated with domestic securities, including currency fluctuations and political instability. |
| Sub-Advisor: |
n/a |
| Investment Objective: |
Foreign Stock |
| Additional Info: |
Fact Sheet
Prospectus |
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