Dear Fintax Investor,

Last month, the Fintax Funds delivered +2.6% (Growth) and +2.0% (Balanced), relative to +2.7% for the MSCI All Countries World Index (ACWI) and -0.1% for the ICE BofAML Global Broad Market Index. Year-to-date the Fintax Funds have delivered +14.8% and +13.5%, respectively.

Balanced Fund Fact Sheet

Growth Fund Fact Sheet