Manager Insights
| Sep 2019 |
IVA Funds Quarterly Reviews: 3Q 2019Third Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available. |
| Sep 2019 |
The IVA Funds Semi-Annual Update Call TranscriptWe discussed various topics, including: recent fund performance, the positioning of both funds and areas where we have been active buyers and sellers. |
| Dec 2019 |
IVA Funds 2019 Capital Gains and Income DistributionThe IVA Funds 2019 Capital Gains and Income Distribution are now available. |
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $16.72 | $-0.03 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $15.88 | $-0.03 |
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 clicking here. Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by Foreside Fund Services, LLC.
Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.
