News and Commentary
Manager Commentary
4th Quarter 2011 PM Commentary
3rd Quarter 2011 PM Commentary
August 2011 Market Volatility Commentary
2nd Quarter 2011 PM Commentary
1st Quarter 2011 PM Commentary
4th Quarter 2010 PM Commentary


 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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2011 Capital Gains Estimate (pdf)

Castle Investment Management Launches the Castle Focus Fund (pdf)
Recent Articles and News Releases
Publication: Investment News Date: 6.30.10
Article and Author: Stocks with Near-Term Challenges can be Good Bets - Jeff Benjamin
Publication: Washington Bus. Journal
 Date: 7.2.10
Article and Author: Castle Investment launches stability-focused mutual fund- Bryant Ruiz Switzky
Press Release regarding expense reduction for Castle Focus Fund (pdf)