You can also download or request a prospectus there. Most U.S. Trust clients become familiar with the Excelsior Funds through our Wealth Advisory Account . However, some of our Private Banking clients have found that the Funds work well with their other investments. The Excelsior Funds are distributed by Edgewood Services, Inc., which is unaffiliated with U.S. Trust. Investing in mutual funds involves risk, including possible loss of principal.
Past performance is no guarantee of future results.
Investment return and principal value will fluctuate so that an investors shares, when redeemed, may be worth more or less than the original cost. Information regarding the Funds published as part of this web site is published in the United States and intended only for persons in the United States. This material is provided for general information purposes only and is not a recommendation that you purchase shares or a solicitation of an order to purchase shares. Before investing in any of the Excelsior Funds, you should obtain a prospectus and read it carefully before investing. All rights reserved.