1789 Growth and Income Fund Class C PSECX Strategy

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Strategy

The investment seeks total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds ("ETFs") that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.

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
PSEPX
1789 Growth and Income Fund Class PNo LoadOpen $10.16M1.020%Above Average$2,000−$1.54M
PSECX
1789 Growth and Income Fund Class CLevel LoadOpen $17.47M2.020%High$2,000−$1.74M

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