- How can I buy shares?
- What are the investment minimums for the Marathon Value Portfolio?
Minimum Investments ACCOUNT TYPE INITIAL SUBSEQUENT Individual, Corporate or Custodial Accounts $2,500 $100 Retirement Plan Accounts $2,500 $100
- Does the Fund have a 12(b)1 fee or a sales load?
The fund has no front end or back end sales loads and no 12(b)1 fee.
- When does the Fund pay distributions?
The Marathon Value Portfolio distribution is paid annually at the year’s end in December.
- Where can I learn some basics of mutual fund investing? Click here to view a glossary of terms.
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.