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Fund Documents

PROSPECTUS

SAI

ACCOUNT APPLICATIONS

Marshfield Fund

The Fund is premised on the belief that in order to outperform the market, an investment strategy needs to be different from the market in as many ways as possible that add value on a risk-adjusted basis.

• Phone: 855-691-5288
• Email: MRFOX@marshfieldinc.com

Mutual Fund investing involves risk, Principal loss is possible. The success of the Fund's investment strategy depends largely upon the Adviser's skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective. Because the types of securities in which the Fund invests and the investment techniques the Adviser uses, the Fund is designed for investors who are investing for the long term. The Fund may not be appropriate for use as a complete investment program. Investing in small- and mid- cap companies involves greater risk than is customarily associated with larger, more established companies, including being more susceptible to market downturns, less liquid and more volatile. Investments in value stocks present the risk that a stock may decline in value or never reach the value the Adviser believes is its full market value.

The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund, and may be obtained by calling 855-691-5288. Please read carefully before investing.

The Fund is distributed by Ultimus Fund Distributors, LLC. (Member FINRA)

Control Number: 18033366-UFD-04112024