FORTIFIED MUTUAL FUNDS
Fortified Mutual Funds deliver our proven approach to volatility management to more investors. Each strategy is designed as a core holding with the potential to help grow wealth and reduce downside risk.
Click on the printer icon to read more about each fund’s strategy and positioning. Click on the book icon to view its regulatory Fund Facts document.
Δ Inception date for all funds is October 29, 2015.
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.