Literature

MOATX::Investor Shares

CASTX::Class C Shares

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Fund Literature Download
Fact Sheet PDF icon
Distribution – Pay Date 3/13/24 PDF icon
Investment Process PDF icon
Prospectus PDF icon
SAI PDF icon
Annual Report PDF icon
Semi Annual Report PDF icon
Fund Portfolio Holdings – 3/31/2023 (3Q) PDF icon
Fund Portfolio Holdings – 9/30/2023 (1Q) PDF icon

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.

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