Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Zevenbergen lowers initial minimums on both institutional classes of funds



https://www.sec.gov/Archives/edgar/data/1261788/000089418918001317/tap-zeven_497e.htm

497 1 tap-zeven_497e.htm SUPPLEMENTARY MATERIALS

Zevenbergen Growth Fund

Investor Class

ZVNBX

Institutional Class

ZVNIX


Zevenbergen Genea Fund

Investor Class

ZVGNX

Institutional Class

ZVGIX

(Each a “Fund,” together, the “Funds” or “Zevenbergen Funds”)

Each a series of Trust for Advised Portfolios (the “Trust”)

Supplement dated February 28, 2018 to the

Prospectus and Summary Prospectuses each dated October 31, 2017

We are pleased to inform you that effective immediately, the investment minimums for the Zevenbergen Funds’ Institutional Classes will decrease from $250,000 to $50,000.

The “Purchase and Sale of Fund Shares” on pages 5 and 12 of the Prospectus, the “How to Buy Shares” on page 22 of the Prospectus, and the “Purchase and Sale of Fund Shares” on page 6 of each Summary Prospectus are replaced with the below language to reflect the Funds’ new investment minimums:

The minimum initial investment amount for the Investor Class is $2,500 and the minimum initial investment amount for the Institutional Class is $50,000. The minimum subsequent investment amount for the Investor Class is $100 and the minimum subsequent investment amount for the Institutional Class is $500.

The second bullet point under “How to Buy Shares” on Page 22 of the Prospectus is replaced with the below language to reflect the Funds’ new investment minimums:

• any shareholder with an aggregate investment of $50,000 or more in the Funds;

Please retain this Supplement with the Prospectus and Summary Prospectus




Sign In or Register to comment.