INVESTMENT OVERVIEW:

Is the MVP Fund Right for You?

The Fund may be suitable for:

Long-term investors seeking a fund with a value investment strategy
Investors who can tolerate the risks associated with common stock investments
Investors willing to accept the greater market price fluctuations of smaller companies

Investment Information:

There are 2 ways to invest:

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling
1-800-788-6086.

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Investment Strategy

Marathon Value Portfolio primarily invests in common stocks and other equity securities of U.S. companies considered by the fund manager to be relatively undervalued based on certain proprietary measures of value. Undervalued stocks are typically viewed as out-of-favor and have a share price that, in the fund manager’s opinion, does not reflect the intrinsic value of the company.

TERMS & CONDITIONS | PRIVACY POLICY | DISCLOSURES