Poplar Forest Cornerstone Fund

Established on January 1, 2015 the Poplar Forest Cornerstone Fund is a balanced fund of U.S. focused equity and debt securities. The Fund may be suitable for long-term investors who seek a combination of both capital growth and preservation with less volatility than would generally be inherent in an all equity account. The Cornerstone Fund is designed to be a core portfolio holding.

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Objective

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Strategy

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Documents

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Quarter End Month End
Value Value
QUARTER-END PERFORMANCE AS OF 9/30/2016
3 Months YTD 5 Years Since Inception
Value Fund Class I 9.41% 59.94% 11.37% 9.72%
Value Fund Class II 9.39% 59.78% 18.76% 6.54%
Value Fund Class III 5.34% 53.12% 13.44% 8.57%
Value Fund Class IV 8.87% 18.84% 9.87% 6.74%
Value Fund Class V 15.49% 9.80% 16.31% 8.23%

Mutual fund investing involves risk. Principal loss is possible. Investments in the Poplar Forest Funds include risks associated with debt securities, foreign and emerging market securities, fixed income securities, small and medium companies, options, Mortgage-Backed and Asset-backed Securities and Investment Companies. See the prospectus for additional information about the risks of investing in the Funds.

Before you invest in the Poplar Forest Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-877-522-8860. The prospectus should be read carefully before you invest or send money.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The S&P 500 Index is an index of 500 large capitalization companies selected by Standard & Poor’s Corporation. You cannot invest directly in an index

A MESSAGE FROM OUR CEO

An investment strategy designed to endure.

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