Funds

LMCG Funds offers three mutual funds through registered investment advisers. The funds provide investors access to the alpha-generating potential of LMCG’s institutional-caliber investment teams, the asset allocation expertise of LMCG’s portfolio managers, LMCG’s entrepreneurial environment for investment professionals, and LMCG’s rigorous compliance and operational standards.
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Alpha – is the incremental return of a manager when the market is stationary. This risk-adjusted measurement takes into account both the performance of the market as a whole and the volatility of a manager. A positive alpha indicated that a selected portfolio has produced returns above the expected level at that level of risk, and vice versa for a negative alpha.
Disclaimer: Market Events Risk. Turbulence in the financial markets and reduced liquidity in equity, credit and fixed-income markets may negatively affect issuers, which could adversely effect the Fund. Market Neutral Style Risk. As a result of the Fund’s use of short selling, the Fund will not participate to the same level as a long only mutual fund in a “bull” market. Short Selling Risk. The Fund may engage in short sales of securities by borrowing a security and then selling it. The Fund may incur losses from unsuccessful short sales, and due to the nature of short selling, such losses may be theoretically unlimited. Short selling requires segregated account of cash and/or liquid assets with Fund’s custodian which may lead to high levels of cash or liquid assets. A more detailed discussion of the Fund’s risks, including risks that are unique to the Fund, can be found in its prospectus. Equity Risk. The Fund’s equity holdings may decline in value because of changes in price of a particular holding or a broad stock market decline. Foreign Investments Risk. Foreign investments may be subject to the same risks as domestic investments and to additional risks which include international trade, currency, political, regulatory and diplomatic risks, which may affect their value. There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal. Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus by calling (877) 591-4667. The prospectus should be read carefully before investing. DISTRIBUTOR Foreside Fund Services, LLC.