Envestnet Brochures

PMC ActivePassive Foundation Quarterly Performance Summary (as of 3/31/2024) investpmc.com | pmcsales@investpmc.com © 2024 Envestnet, Inc. FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY. FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY. © 2024 Envestnet, Inc. All rights reserved. PMC IS ENVESTNET'S PORTFOLIO CONSULTING GROUP Envestnet, 1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312 PMC-PAPF-FS-0324 Performance Disclosures PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The historical performance of the investment strategy is based on composite data from actual client accounts. Accounts that do not meet the composite requirements have been excluded from the performance calculation; such exclusions can occur for accounts that experience midmonth changes, have trade holds or restrictions in place, are below minimum asset thresholds, have high cash levels, or are otherwise not in good order. The performance results of any account may vary, perhaps significantly, from the composite performance presented depending on the circumstances related to that account. The historical performance shown does not guarantee future results. There can be no assurance that these portfolios will achieve these returns in the future, and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Information was obtained from mutual fund managers and third-party sources, which we believe to be reliable but not guaranteed. All information is based in US dollars. Gross results are shown gross of all fees and trading expenses. Net results reflect the gross return minus a 3% model WRAP fee that includes management fees, platform fees, and other advisory and administration fees. Custodial transaction fees and any other charges from your chosen custodian are not included in net performance. Net performance will not reflect any commissions or markup/markdowns incurred in connection with any stepped-out trades. Actual fees will vary depending on, among other things, the applicable fee schedule, the time period, investment performance and account size. All returns reflect the reinvestment of all dividends and interest income.. For a complete description of all fees, costs, and expenses please refer to the Envestnet Asset Management Inc. Form ADV Part 2A or, Form ADV Part 2A - Appendix 1, as applicable The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this brochure is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Benchmark performance is not the actual historical performance of the portfolio and actual performance will differ from the performance of the representative benchmark over time. Benchmark returns include the reinvestment of dividends and capital gains. Reported benchmarks are unmanaged indices that do not have any fees or expense charges and are not available for direct investment. Investors should consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. A prospectus or summary prospectus which contains this and other information about these funds can be obtained by contacting your Financial Advisor or the fund directly. Please read the prospectus carefully before investing.

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