AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • December 10th, 2015 • Consulting Group Capital Markets Funds • Massachusetts
THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this 9th day of December, 2015, by and between Consulting Group Capital Markets Funds, a Massachusetts business trust (the “Trust”), on behalf of its Large Capitalization Value Equity Investments and/or Small Capitalization Value Equity Investments (each, an “Acquired Fund” and, together, the “Acquired Funds”), and the Trust, on behalf of its Large Capitalization Growth Investments (which will be renamed “Large Cap Equity Fund”) and Small Capitalization Growth Investments (which will be renamed “Small-Mid Cap Equity Fund”) (each, an “Acquiring Fund” and, together the “Acquiring Funds”) (altogether, the “Funds”). Consulting Group Advisory Services (“CGAS”) joins this Agreement solely for purposes of Sections 14(b). Except for the Acquired Funds and Acquiring Funds, no other series of the Trust are parties to this Agreement. The Trust has its principal place of business at 2000 Westchester Avenue, Purchase, NY 1057
