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CUMULATIVE ANNUALIZED
Fund Name Geography Market
Cap
Gross
Expense
Gross Expense RatioA gross expense ratio is the annual cost of investing in a mutual fund and reflects the cost of operating a fund. Gross expenses may include fee waivers or expense reimbursements. See prospectus for more details.
Net
Expense
Net Expense Ratio Net expense ratios reflect the expense waiver, if any, contractually agreed to through September 1, 2025. See prospectus for more details.
Inception YTD 1YR 3YR 5YR 10YR Since
Inception
US Stalwarts Fund
GUSYX
United StatesSmall
Mid
0.90%0.90%03/19/202011.41%25.25%-4.18%--------18.12%

Mutual Fund Performance

As of 11/30/2024, updated monthly

The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call 1.855.377.PEAK (7325).

Returns for periods greater than one year are annualized. The Advisor may absorb certain Fund Expenses, without which total return would have been lower. Net expense ratios reflect the expense waiver, if any, contractually agreed to through September 1, 2025. A 2% redemption fee will be deducted on fund shares held 60 days or less. Performance data does not reflect this redemption fee or taxes.