| Jan 2018 |
2017 Year in ReviewA discussion of 2017, performance attribution, fund allocations and thoughts from Charles de Vaulx and Chuck de Lardemelle as we reflect on 2017 and look ahead to 2018. |
| Sep 2017 |
The IVA Funds Annual Report is now available. |
| Dec 2017 |
Active Management at IVA: A Focus on Clients' True Investment Goals |
| Sep 2017 |
The IVA Funds' Semi-Annual Update Call |
Sign-up for periodic updates on our Insights, Performance and other information. Registration is for Investment Professionals only.
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $18.98 | $-0.08 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $17.92 | $-0.09 |
Jun. 11, 2018
The IVA Funds will be exhibiting at the Morningstar Investment Conference June 11-13, 2018 in Chicago, IL.
Booth # 414.
There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.
An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting www.ivafunds.com. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.
Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.
