INVESTMENT OVERVIEW:
 
 

Is the MVP Fund Right for You?

    The Fund may be suitable for:

  • Long-term investors seeking a fund with a value investment strategy
  • Investors who can tolerate the risks associated with common stock investments
  • Investors willing to accept the greater market price fluctuations of smaller companies

Investment Information:

There are 2 ways to invest:

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  The Fund's Prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund's Prospectus by calling 1-800-788-6086.

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Investment Strategy

Marathon Value Portfolio primarily invests in common stocks and other equity securities of U.S. companies considered by the fund manager to be relatively undervalued based on certain proprietary measures of value. Undervalued stocks are typically viewed as out-of-favor and have a share price that, in the fund manager’s opinion, does not reflect the intrinsic value of the company.

 
 
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