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INVESTMENT KIT:

NOTE: For your convenience, the following fund documents are available for you to download in Adobe Acrobat PDF format. Acrobat Reader is available free from Adobe by connecting to the Adobe website. You can view these documents in Adobe Acrobat once they have been downloaded. Please read the Prospectus carefully before investing.

You can also download the complete package of forms by clicking on the download link at the bottom of each section A zip/unzip application is required and can also be downloaded for free.

	Minimum of required forms for each account type.
	Optional Forms depending on manner in which you are funding account
-	Information

Account Type	Forms Required
General Account UGMA, UTMA, Trusts, Corporation, Partnerships	New Account Application     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Traditional/SEP Individual Retirement Account (IRA)	Traditional/SEP IRA Application     IRA Transfer Request Form     IRA Direct Rollover Request Form     Traditional/SEP IRA Financial Disclosure     Traditional Individual Retirement Custodial Account Form     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Roth Individual Retirement Account (IRA)	Roth IRA Application     IRA Transfer Request Form     IRA Direct Rollover Request Form     Roth IRA Financial Disclosure     Roth Individual Retirement Custodial Account Form     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
SIMPLE Individual Retirement Account (IRA)	SIMPLE IRA Application     IRA Transfer Request Form     SIMPLE IRA Financial Disclosure     SIMPLE Individual Retirement Custodial Account Form     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE   Return to top of page
Coverdell Education Savings Account	Coverdell ESA Application     Coverdell ESA Transfer Request Form     Coverdell ESA Financial Disclosure     Prospectus (Read carefully before investing)     - SAI (Statement of Additional Information) DOWNLOAD COMPLETE PACKAGE

Make all checks payable to ‘Marathon Value
Portfolio’ and mail to:

Marathon Value Portfolio
c/o Unified Fund Services, Inc.
P. O. Box 6110
Indianapolis, IN 46206-6110

Need help getting started? Call us with your questions or to request a kit to be mailed to you at 1-800-788-6086.

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.

Viewing the MVP Fact Sheet requires the Adobe Acrobat Reader. If you need to download the free Acrobat Reader, click the icon.

CLICK HERE: If you do not have
 the Adobe Acrobat Viewer

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