Money Market Fund Products

Rule 2a-7 Treasury; Treasury Plus; and Government Money Market Funds
​to address your liquidity & capital preservation objectives

What is a money market fund?

A Money Market fund (MMF) is a mutual fund that invests in ultra short-term high quality securities seeking to provide liquidity, stability of capital and competitive yields. MMFs seek to maintain a stable net asset value (NAV) of $1 per share and can serve as a useful cash management and liquidity solution for your credit union.

​Access a lineup of money market funds that seek to provide safety, liquidity and yield. 

Money Market Funds Offered

100% Treasury
​
​Consists entirely of U.S. Treasury obligations.
Contact for yield information.

Treasury Plus

​Consists entirely of U.S. Treasury obligations and repurchase agreements collateralized by the U.S. Treasury obligations.
​Contact for yield information.

Government
​
​Composed of U.S. government obligations and repurchase agreements collateralized by the U.S. Government obligations.
​Contact for yield information.

Government Veteran Focused

​Composed of U.S. government obligations and repurchase agreements collateralized by the U.S. Government obligations with a focus on creating positive social impact for the training and employing of disabled veterans. 
Contact for yield information.
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Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.