Fund Advisor: Capital Advisors, Inc.
Oklahoma City, Oklahoma
The Capital Advisors Growth Fund offers a growth stock strategy
based on rigorous fundamental analysis and quantitative models
which track observable, measurable market conditions guiding
our portfolio mix. The managers strive to
achieve less volatility (as measured by
standard deviation) compared to
the Russell 1000 growth index.
The Fund’s advisor has been
managing growth stocks since 1978.
Accountability, accessibility and
transparency support the Fund’s
established investment process.
Important Risk Information
Mutual fund investing involves risk, including the potential loss of principal. The Fund invests in foreign securities which involves political, economic and currency risks, greater volatility and differences in accounting methods. Growth stocks may be more volatile than other types of stocks and may perform differently from the market as a whole. The Fund may invest in derivatives, such as options, which involve risks different from, and in certain cases, greater than the risks presented by traditional investments. Past performance does not guarantee future results.
Standard deviation is a statistical term that measures the amount of variability or dispersion around an average. Standard deviation is also a measure of volatility.
S&P 500 Index is an unmanaged, capitalization weighted index of 500 stocks. The index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. This index assumes the reinvestment of dividends and the percentage changes in the benchmark represent the annual percentage change of the index for the period reported.
Russell 1000 Growth Index is a market capitalization weighted index of the 1000 largest U.S. based stocks with higher P/B ratios and higher forecasted growth rates. Index returns include reinvestment of dividends and exclude the effects of sales charges. It is not possible to invest directly in an index.
Copyright 2013 Capital Advisors, Inc. All rights reserved | Shareholder Services (toll-free): 1-866-205-0523 | Visit C Tactical Dynamic Fund
The Capital Advisors Growth Fund is distributed by Quasar Distributors, LLC. This and other important information about the investment company
To obtain a hard copy of the statutory and summary prospectus via mail, please call 1-866-205-0523.