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| FINANCIAL SERVICES·HEALTH CARE ·TECHNOLOGY |
The Generation Wave title of the Fund refers specifically to the unique demographic, economic and lifestyle trends of various generational influences. The Fund is designed to capitalize on the industries and sectors we believe are most likely to benefit from the spending and other economic, demographic and lifestyle trends of any one or all of the Baby Boomer (persons born between 1946 and 1964), Generation X (persons born between 1965 1980), and Generation Y (persons born between 1980 and the late 1990s) populations.
Entire industries, such as health care, financial services and technology, have and will continue to be re-shaped by the changing needs and spending habits of each generation. By investing in varying combinations of companies in these industries, the Generation Wave Growth Fund attempts to optimize growth over the long term while seeking to minimize risks, though there is no guarantee that such risks will be minimized.
The Generation Wave Growth Fund
Minimum Investment:$2,000.
Minimum Additional: $100.
Sales Load: NONE
Inception Date: 8/30/2002
Ticker Symbol: GWGFX
Objective: Long-term growth of capital.
Advisor: Mutuals Advisors, Inc |
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Generation Wave Growth Fund is offered only to United States residents, and information on this site
is intended only for such persons. Nothing on this web site should be considered
a solicitation to buy or an offer to sell shares of Vice Fund in any jurisdiction
where the offer or solicitation would be unlawful under the securities laws of such
jurisdiction.
Mutual fund investing involves risk; principal loss is possible. Because the Fund is a "fund of funds", your cost of investing in the Fund will generally be higher than the cost of investing directly in the shares of the mutual funds in which it invests. By investing in the Fund, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of those funds. Please refer to the prospectus for more information about the Fund, including risks, fees and expenses. The Fund also invests in ETFs. They are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact the Fund's ability to sell its shares. The Fund may also invest in foreign securities. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods.
Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783
While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for further details.
The USA Mutuals Generation Wave Growth Fund is distributed by Quasar Distributors, LLC. © 2013 Generation Wave Growth Fund • Dallas, Texas |