As of 04/17/2014
Average Annual Total Returns4
|w/ Sales Charge|
Expense Ratio and Sales Charge As of 05/01/2013 (updated annually)
|Gross Expense Ratio5||1.32%|
|Net Expense Ratio||1.32%|
|Max Initial Sales Charge||5.75%|
As of 03/31/2014
Strategy, Benefits, Results
At Mutual Series, we focus on recognizing value that other investors might miss.
Our goal is to deliver solid, risk-adjusted returns, year in and year out. Over the last 60 years, Mutual Series' consistent, deep value approach has benefited shareholders with long-term investment horizons.
Investing in the Fund
What Are the Risks?
How Financial Advisors Help You
Speak to your financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.