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

Gerstein Fisher Asset Management Funds closed to new investment except AIP or reinvestment

https://www.sec.gov/Archives/edgar/data/1141819/000089418919007400/gersteinsupplementv5confid.htm

1 gersteinsupplementv5confid.htm 497E GERSTEIN FISHER SUPPLEMENT

Filed pursuant to Rule 497(e)

Registration Nos. 333-62298; 811-10401

Supplement dated November 4, 2019

to the

Gerstein Fisher Multi-Factor® Growth Equity Fund

Gerstein Fisher Multi-Factor® International Growth Equity Fund,

and Gerstein Fisher Multi-Factor® Global Real Estate Securities Fund (the “Funds”)

Prospectus, Summary Prospectuses and Statement of Additional Information (“SAI”)

dated March 30, 2019

This supplement makes the following amendments to disclosures in the Prospectus, Summary Prospectuses and SAI dated March 30, 2019 for the Funds:

Effective November 4, 2019, based upon the recommendation of People’s United Advisors, Inc., doing business as Gerstein Fisher or Gerstein Fisher Asset Management (the “Advisor”), the investment adviser to the Funds, the Funds will be closed to all new purchases, other than purchases made through an automatic investment program, the reinvestment of any distributions, or an exception approved by Fund officers in their sole discretion. The Advisor is currently evaluating possible alternatives for the Funds.

Additionally, effective November 3, 2019, Mr. Gregg S. Fisher, Portfolio Manager for each of the Funds, has resigned from the Advisor. Accordingly, all references to Mr. Fisher as a Portfolio Manager in the Funds’ Prospectus, Summary Prospectuses and SAI are hereby removed.

Also effective November 3, 2019, Mr. William Jollie, Mr. Sanjeev Pati and Mr. Ashvin Viswanathan, have been added as portfolio managers for each of the Funds.

The following disclosures are hereby revised to reflect the addition of Messrs. Jollie, Pati and Viswanathan as portfolio managers:....

Sign In or Register to comment.