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Q1 2008 Shareholder Report
The first quarter shareholder report is now available by clicking here.
Changes to the Masters’ Select Manager Line-up
Sands Capital Management and Turner Investment Partners are being added as new sub-advisors in the Masters’ Select Funds. Sands will replace TCW on Masters’ Select Focused Opportunities, while TCW’s allocation in Masters’ Select Equity will be split evenly between Sands and Turner. Read more here.
Conference Call Replay with Northern Cross
The October 23rd call featured Jean-Francois Ducrest and Jim LaTorre of Northern Cross, LLC and Litman/Gregory’s Jeremy DeGroot. Northern Cross was added as a sub-advisor to the Masters’ Select International Fund in September 2007. To listen to a replay of the call please click here.
Frequently Asked Questions
Please click here for answers to FAQ about the Masters’ Select Funds

 

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that that an investor’s shares, when redeemed, may be worth more or less than their original cost. The funds impose a 2% redemption fee on shares held less than 180 days. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced. Current performance of the funds may be lower or higher than the performance quoted. Indexes are unmanaged, do not incur fees and cannot be invested in directly. Standardized performance and performance data to the most recent month end may be obtained by clicking here.

The Masters’ Funds' investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by clicking here or calling 1-925-253-5238. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible.

Each of the funds may invest in foreign securities. Investing in foreign securities exposes investors to economic, political and market risks and fluctuations in foreign currencies. Each of the funds may invest in the securities of small companies. Small-company investing subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies.  

Masters’ Select Focused Opportunities Fund & Masters’ Select Value Fund are non-diversified funds, which means that they may concentrate more assets in fewer individual holdings than diversified funds. Though primarily equity funds, they may invest a portion of their assets in securities of distressed companies. Debt obligations of distressed companies typically are unrated, lower rated, in default or close to default and may become worthless.

The Masters' Select Funds are registered for sale to residents of the United States, Guam, Puerto Rico, and the U.S.Virgin Islands, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Masters' Select Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Masters’ Select Funds are distributed by Quasar Distributors, LLC




Important Legal Disclosure