The TCU Fund Yield Optimizer allows credit unions to build a custom portfolio given a target duration that optimizes yield. Enter your credit union’s desired duration (from 0.12 years to 2 years) for an investment and the TCU Fund Yield Optimizer will allocate the amount in each TCU Portfolio to maximize yield. Please note that this is merely meant as an optimizer and calculated results cannot be guaranteed nor promised.

TCU Fund Yield Optimizer
Desired Duration (Years):  
Investment Amount ($):    
Min. MMP Allocation (%):  
Total Allocation: 100 % 
 


Fund NAV Duration
(Years) 		Yield
( Annual) 		Percent
Allocation 		Amount
Allocation 		Duration
Allocation 		Yield
Allocation
MMP 0.12 0.15 %
SD 2 1.50 %
USD 0.75 0.50 %
Total Yield:
Rates as of September 1, 2010
For assistance, contact the Trust for Credit Unions team at 1-800-CFS-5678.



Average annual total returns current to the most recent month-end and quarter-end are available on the 'Performance' tab 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 the Money Market 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. Although the Money Market Portfolio seeks to preserve the value of your investment at $1.00 per unit, it is possible to lose money by investing.
The total annual operating expense ratios of the fixed income portfolios, as stated in the current prospectus, are: 0.34% for Ultra-Short Duration Government Portfolio, and 0.33% 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.

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.