MOATX::Investor Shares
CASTX::Class C Shares
| Fund Literature | Download |
|---|---|
| Fact Sheet |  |
| 2023 Year-end Capital Gains Estimate | |
| Investment Process | |
| Prospectus | |
| SAI | |
| Annual Report | |
| Semi Annual Report | |
| Fund Portfolio Holdings – 3/31/2023 (3Q) | |
| Fund Portfolio Holdings – 9/30/2023 (1Q) | |
| Applications | Download |
|---|---|
| Application | |
| IRA Application | |
| IRA Rollover | |
The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting www.castleim.com. Read it carefully before investing.
Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.