| Sep 2018 |
Third Quarter Reviews of the IVA Funds: Market Summary, Performance Discussions, Portfolio Overviews |
| Sep 2018 |
The IVA Funds Semi-Annual Update Call TranscriptWe discussed various topics, including: year to date performance, areas where we have been active buyers and sellers over the past six months, and our views on emerging markets given the recent turmoil. |
| May 2018 |
Morningstar Analyst Reports on the IVA Funds |
| Sep 2018 |
Active Management at IVA: A Focus on Clients' True Investment Goals |
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $18.10 | $-0.19 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $15.94 | $-0.21 |
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.
