You can invest in the Ensemble Fund via a direct investment or through your brokerage account. With a direct investment, you’ll get quarterly statements from Ensemble Fund and place trades or move money by contacting our Shareholder Services group. You can also invest in the Ensemble Fund by buying it within your existing brokerage account or through your financial advisor. In this case, you’ll get statements from your broker and place trades using our ticker symbol ENSBX.
Things You Should Know
To open an account with the Ensemble Fund fill out the appropriate forms listed below and submit them to our Shareholder Services group.
Before you invest, please read our prospectus. If you are opening an IRA, you will want to review our IRA Plan Booklet.
Please send your account application to:
c/o Mutual Shareholder Services, LLC
8000 Town Centre Dr., Suite 400
Broadview Hts., OH 44147
Call our Shareholder Services group at 800-785-8165 if you have any questions at all.
Brokerage Account Investments
The Ensemble Fund is available to purchase without a transaction fee through brokerage accounts at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. If you’d like to purchase the Ensemble Fund through another brokerage company, please contact us at firstname.lastname@example.org and we’ll do our best to make it happen.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at 1-800-785-8165. The prospectus should be read carefully before investing.
Important Risk Information
An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its objectives. The Fund invests in common stocks which subjects investors to market risk. The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Fund invests in undervalued securities. Undervalued securities are, by definition, out of favor with investors, and there is no way to predict when, if ever, the securities may return to favor. The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. More information about these risks and other risks can be found in the Fund’s prospectus. The Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investment.
Distributed by Rafferty Capital Markets, LLC Garden City, NY 11530.