Dear Fintax Investor,

Last month, the Fintax Funds delivered +3.3% (Growth) and +2.2% (Balanced), relative to +3.7% for the MSCI All Countries World Index (ACWI) and -1.3% for the ICE BofAML Global Broad Market Index. Year-to-date the Fintax Funds have delivered +12.0% and +11.2%, respectively.

Balanced Fund Fact Sheet

Growth Fund Fact Sheet