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Oak Harvest Long/Short Hedged Equity Fund Institutional Shares OHFGX

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of domestic companies. The fund invests primarily in domestic companies that the adviser believes have exhibited an above-average rate of earnings growth over the past few years and that have prospects for above-average, sustainable growth in the future. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OHFGX	Oak Harvest Long/Short Hedged Equity Fund Institutional Shares	Institutional	Open	—	—	Dec 18, 2023	$94.50M	1.960%	High	$1,000	$8.04M

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