| Jun 2017 |
IVA Worldwide Fund Quarterly Review: 2Q 2017Second Quarter Review of the IVA Worldwide Fund, which includes market reviews, attribution and portfolio summaries is now available. |
| Jun 2017 |
Active Management at IVA: A Focus on Clients' True Investment Goals |
| May 2017 |
Morningstar Analyst Report- IVA Worldwide Fund: Caution is the watchword. |
| May 2017 |
Advisor Perspectives- ”The Best Fund Managers- As Voted by their Peers”Charles de Vaulx was selected for the list of “Best Fund Managers” in the May 23, 2017 issue of Advisor Perspectives. |
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| Ticker | Price | Change |
|---|---|---|
| IVWAX | $19.15 | $0.03 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $18.23 | $0.02 |
Nov. 14, 2017
IVA will be attending and exhibiting at the upcoming Schwab Impact Conference in Chicago on November 14-17. Please visit us at Booth 1063 and chat with Portfolio Manager Chuck de Lardemelle.
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.
