6 U.S. Equity Funds for Risk-Averse Investors

May 17, 2016

In the article, “6 U.S. Equity Funds for Risk-Averse Investors,” author Karen Wallace includes the Berwyn Income Fund among Morningstar medalist funds that have “the potential for capital appreciation, but also a solid record of downside protection.”  Karen further states, “Like other defensive funds, this one has lagged at times during strong rallies.  This owes in part to management’s valuation consciousness and tendency to let cash build as prices rise.”  

The thoughts and opinions expressed in the article are solely those of the person speaking.  The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser.  The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.  There can be no assurance with regard to future market movements. Mutual fund investing involves risk.  Principal loss is possible.  The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing.  The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505.  Read it carefully before investing.  Distributed by IMST Distributors, LLC.  The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

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