Marathon Value Portfolio (MVPFX) is a no-load, general equity mutual fund
The Marathon Value Portfolio Fund offers shareholders broad exposure to the equity markets and at the same time, seeks to reduce risk by owning stocks with reasonable valuations.
The Marathon Value Portfolio Fund is distributed by Northern Lights Distributors, LLC member FINRA / SIPC. As of May 1st 2016 the investment advisor to the Fund is Gratus Capital LLC, under an interim investment advisory agreement approved by the board of trustees of the Northern Lights Fund Trust III. Gratus Capital LLC is not affiliated with Northern Lights Distributors, LLC. Marc Heilweil, as portfolio manager at Gratus Capital LLC, continues as portfolio manager for the Fund.
Mutual Funds involve risk including possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.
Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. Typically, their valuation levels are lower than those of growth stocks. Growth-oriented securities purchased by the Fund may involve large price swings and potential for loss.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Marathon Value Portfolio (the “Fund”). This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-788-6086 or going to http://www.marathonvalue.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC.