SVTIX : Symons Value Institutional Fund Class II

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities issued by companies, with market capitalizations at the time of purchase above approximately $500 million, that are trading at attractive prices and that appear to have limited downside price risk over the long-term. Equity securities in which the fund may invest include common stocks and common stock equivalents, preferred stocks, shares of equity real estate investment trusts ("REITs"), and shares of other investment companies, including open-end and closed-end funds and ETFs whose portfolios primarily consist of equity securities.