ALM First Financial Advisors, LLC is the investment advisor to the TCU Portfolios. The performance shown represents past performance and does not guarantee future results. Average annual total returns current to the most recent month-end and quarter-end are available on the 'Performance' page of this web site. The investment return and principal value of an investment in a fixed income portfolio will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. An investment in a Portfolio is not a credit union deposit and is not insured or guaranteed by the National Credit Union Share Insurance Fund, the National Credit Union Administration, or any other government agency. An investment in a portfolio involves investment risks, including possible loss of principal.
The total annual operating expense ratios of the fixed income portfolios, as stated in the current prospectus, are: 0.41% for Ultra-Short Duration Government Portfolio, and 0.40% for Short Duration Portfolio. The Trust for Credit Unions is a registered open-end, management investment company (commonly known as a mutual fund) that offers three portfolios solely to U.S.-domiciled state and federally chartered credit unions. An investor should consider a portfolio's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the portfolios can be found in the fund's prospectus, which is available by clicking the "Prospectus" link above. To obtain a written prospectus, please call 1-800-DIAL-TCU. Please read the prospectus carefully before investing.
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