An absolute return mindset rooted in fundamental analysis
Investor Class: MOATX
Class C: CASTX

The Castle Focus Fund will follow the same strategy that the sub-advisor has used for its private clients since 1999.

alt Fact Sheet (pdf)
alt Profile Sheet (pdf)
alt Prospectus (pdf)

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Research
Uncovering wide-moat stocks that we believe are trading at a discount to intrinsic value and have a catalyst for appreciation


Focus
Seeking to add alpha by constructing a prudently diversified portfolio of 20 to 30 high-­conviction holdings


Patience
Being patient and holding cash are necessary in the absence of obvious bargains
Learn more about our Investment Philosophy
The Castle Focus Fund's prospectus contains important information about the Fund's investment objectives, potential risks, management fees, charges and expenses, and other information and should be read and considered carefully before investing. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. You may obtain a current copy of the Fund's prospectus by calling 1-­877-­743-­7820. Distributed by Rafferty Capital Markets, LLC-­Garden City, NY 11530, Member FINRA.