| May 2017 |
IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2017 |
| 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. |
| Jan 2017 |
Charles de Vaulx Interviewed by Consuelo Mack on Wealth TrackCharles de Vaulx was interviewed by Consuelo Mack on Wealth Track.* They discussed a wide array of topics, including Value Investing in today's world and why we are willing to hold cash in the portfolio. |
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| Ticker | Price | Change |
|---|---|---|
| IVWAX | $18.40 | $0.04 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $17.40 | $0.05 |
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.
