ACTIVELY MANAGED

    Mutual Funds

    Professional portfolio management with active strategies designed to outperform the market. Our expert fund managers actively select investments to maximize your returns.

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    High Growth

    Growth Opportunities Fund

    MWGRO

    Actively managed growth stocks

    YTD Return15.2%
    Expense Ratio0.75%
    Min Investment$2,500
    Risk LevelHigh
    (5/5)
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    Balanced

    Balanced Income Fund

    MWBAL

    Mix of stocks and bonds

    YTD Return9.6%
    Expense Ratio0.65%
    Min Investment$1,000
    Risk LevelMedium
    (4/5)
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    Innovation

    Tech Innovation Fund

    MWTECH

    Focus on technology companies

    YTD Return18.7%
    Expense Ratio1.25%
    Min Investment$5,000
    Risk LevelHigh
    (5/5)
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    Income

    Dividend Value Fund

    MWDIV

    High dividend paying stocks

    YTD Return7.8%
    Expense Ratio0.85%
    Min Investment$1,500
    Risk LevelMedium
    (4/5)
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