Hear from Camelot's Chief Investment Officer. Learn about Camelot's Services, Philosophy, & Strategies. There will be time for Q&A at the end - so please submit a question for our team in advance. We look forward to meeting you!
Morningstar rates Mutual Funds from one to five stars based on how well they’ve performed (after adjusting for risk and accounting for all sales charges) in comparison to similar funds. Within each Morningstar category, the Top 10% of the Funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods - three, five and ten years - and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations. Overall ratings represent a weighted average of specific time period (3 -, 5 - and 10 - year) ratings. 4 Star Morningstar rank out of 70 funds in the Option Writing Category for the 5 year period ending 3/31/2017 for risk adjusted returns.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Camelot Funds. This and other important information about the Funds are contained in the prospectus, which can be obtained at www.camelotfunds.com or by calling 855-226-3863. The prospectus should be read carefully before investing. The Camelot Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC. www.finra.org www.sipc.org
Copyright Camelot Portfolios, LLC 2017. / CF034 / 4128-NLD-1/26/2017 / Mutual Fund Summaries
