Convergence Mutual Funds
How to Invest
You may conduct transactions by mail (Convergence Core PlusﾠFund, Convergence Market Neutral Fund or Convergence Opportunities Fund, c/o U.S. Bancorp Fund Services, LLC, P.O. Box 701 (for regular mail) or 615 East Michigan Street, 3rd Floor (for overnight or express mail), Milwaukee, WI 53201-0701), or by telephone at 877-677-9414. Investors who wish to purchase or redeem Fund shares through a financial intermediary should contact the financial intermediary directly. The minimum initial amount of investment in the funds is $15,000.
Before you invest in the Convergence funds, please refer to the Summary Prospectus and Prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hardcopy of the statutory prospectus and summary prospectus by calling 1-877-677-9414. 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 funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible. Investments in midcap companies involve additional risk such as limited liquidity and greater volatility than larger capitalization companies. Small-capitalization funds typically carry additional risks because smaller companies generally have a higher risk of failure. Their stocks are subject to a greater degree of volatility, trade in lower volume and may be less liquid. The funds invests in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. The funds regularly make short sales of securities, which involve unlimited risk including the possibility that losses may exceed the original amount invested. However, a mutual fund investor’s risk is limited to one’s amount of investment in a mutual fund.
Alpha is an annualized return measure of how much better or worse a fund’s performance is relative to an index of funds in the same category, after allowing for differences in risk. You cannot invest directly in an index.
Convergence Investment Partners is the advisor to the Convergence Core Plus Fund, Convergence Market Neutral Fund and the Convergence Opportunities Fund, which are distributed by Quasar Distributors, LLC.
Convergence Investment Partners is majority owned by Montage Investments LLC