Issue link: https://resources.envestnet.com/i/1527499
© 2024 Envestnet, Inc. FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY. PMC ActivePassive Foundation Quarterly Performance Summary (as of 3/31/2024) investpmc.com | pmcsales@investpmc.com Constructed exclusively with PMC's proprietary ActivePassive ETFs, the PMC ActivePassive Foundation Portfolios bring together two seeming opposite investment approaches to offer the benefits of both approaches while limiting their shortcomings. PMC Foundation Series For accounts over $2,000, the PMC Foundation Series portfolios allows advisors to offer comprehensive, diversifi ed, asset-allocated solutions designed for low-minimum investors. Active Foundation Passive Foundation ActivePassive Foundation Sustainable Foundation ETF Foundation Overview 7 portfolios across the risk spectrum. Constructed using active mutual funds. Alpha through manager selection and asset allocation. 7 portfolios across the risk spectrum. Constructed of 4-8 passive index mutual funds for low turnover. 14 portfolios across the risk spectrum. Constructed of 3 unique ETFs that combine active and passive strategies. 7 portfolios across the risk spectrum. Constructed using the latest ESG and sustainability research. 7 portfolios across the risk spectrum. Constructed of 4-8 ETFs for low turnover. Investment products Mutual Funds Mutual Funds ETFs Mutual Funds ETFs Strategy Type Strategic/Active Strategic/Passive Strategic/ ActivePassive Strategic/Active Strategic/Passive Account Min. $2,000 $2,000 $2,000 $2,000 $5,000 Management Fee* 10 bps 10 bps No management and no platform fees 10 bps 10 bps ActivePassive Foundation Constructed of 3 unique ETFs that combine active and passive strategies. Managed by a team of seasoned portfolio managers. Full suite of diversifi ed, risk-based portfolios featuring several domestic equity tiers For investors looking to get the best of both active and passive management combined in their one model Moderate Portfolio *Indicated fees are annual but are applied on the platform on a quarterly basis. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. Please see the disclosure section for more details.