Dear Fintax Investor,

Last month the Fintax Funds declined 5.0% (Growth) and 3.3% (Balanced) relative to -3.7% for the MSCI All Countries World Index (ACWI) and +2.6% for the BofAML Global Broad Market Bond Index. Year-to-date the Fintax Funds have delivered 8.4% and 8.8%, respectively.

Balanced Fund Fact Sheet

Growth Fund Fact Sheet