Six Small-Cap Funds With Headroom

Morningstar.com
December 1, 2014

In the article, “Six Small-Cap Funds With Headroom,” author Dan Culloton cites the Berwyn Fund as a Morningstar small-cap medalist that remains open and has some capacity.  Dan further states that the Berwyn Fund “has tended to perform like a higher-quality fund, holding up well in rough markets, such as 2008 and 2011, and lagging in the latter stages of buoyant ones, such as 2006 and recent years.”

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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IMST Distributors, LLC is a FINRA registered broker-dealer.

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