You can find the fund’s prospectus below as well as the fund’s XBRL data files:
Prospectus / SAI:
Mutual Fund Account Forms:
Large Cap/Small Cap/Global Funds
Equity securities (stocks) are subject to market, economic, and business risks that will cause their price to rise or fall over time. The net asset value (NAV) per share of the Fund will fluctuate as the value of the securities in the portfolio change and an investor may lose money. Although the Fund seeks lower volatility, there is no guarantee the Fund will perform as expected. In addition, the Small Cap Low Volatility Equity Fund will invest in small-cap companies, which tend to have limited liquidity and greater price volatility than large-capitalization companies.
The Funds are distributed by Quasar Distributors, LLC
Our Low Volatility Strategy
As experts in the Low Volatility space, we offer a unique approach with our Low Volatility US equity strategy. Our focus starts and ends with managing risk. This systematic approach to investing in lower risk, lower volatility stocks gives us the opportunity to build portfolios that perform better, protect better, provide more diversification, and give investors a smoother ride.