Marathon Value Portfolio (MVPFX) is a no-load, general equity mutual fund
The Marathon Value Portfolio Fund offers shareholders broad exposure to the equity markets and, at the same time, seeks to reduce risk by owning stocks with reasonable valuations.
Mutual Funds involve risk including possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.
Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. Typically, their valuation levels are lower than those of growth stocks. Growth-oriented securities purchased by the Fund may involve large price swings and potential for loss.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Marathon Value Portfolio (the “Fund”). This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-788-6086 or going to https://marathonvalue.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Kovitz Investment Group Partners, LLC is not affiliated with Northern Lights Distributors, LLC.