At Montage Investments, we strive to provide innovative investments to a wide range of investors. We believe in partnering with leading investment managers to deliver specialized investments that fill a specific need. We take strategies that were once only available to institutions and the super-rich, and we make them available to a wider range of investors.
Designed specifically to meet the challenges faced by investors, our mutual funds are managed by industry professionals with decades of experience and a focus on seeking superior risk-adjusted returns across market cycles. Explore the wide range of Montage-affiliated funds and learn more about how they can help you achieve your investment goals.
Mutual fund investing involves risk. Principal loss is possible. Montage Investments is an SEC Registered Investment Advisor, which among other things may provide marketing and/or sales related support to its affiliates, none of which are affiliated with Quasar Distributors, LLC, and/or IMST Distributors, LLC, and/or Northern Lights Distributors, LLC.
Nuance Concentrated Value Fund; Tortoise MLP & Pipeline Fund; Convergence Core Plus Fund; and Convergence Opportunities Fund: Quasar Distributions, LLC, Distributor. Palmer Square Absolute Return Fund; Palmer Square SSI Alternative Income Fund: IMST Distributors, LLC, Distributor. The Giralda Fund; Northern Lights Distributors, LLC, Distributor.
The Convergence Core Plus and The Convergence Opportunities Fund invest in mid-cap companies involve additional risk such as limited liquidity and greater volatility than larger capitalization companies. Small-capitalization funds typically carry additional risks because smaller companies generally have a higher risk of failure. Their stocks are subject to a greater degree of volatility, trade in lower volume and may be less liquid. The funds invests in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. The funds regularly make short sales of securities, which involve unlimited risk including the possibility that losses may exceed the original amount invested. However, a mutual fund investor’s risk is limited to one’s amount of investment in a mutual fund.
For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM (based on a Morningstar Risk Adjusted Return measure that accounts for variation in a fund’s monthly performance, including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Convergence Core Plus Fund received 5 stars among 1,355 Large Blend Funds for the three-year period ending December 31, 2013.
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