Fountainhead Special Value Fund is a mutual fund that invests primarily in small- and mid-cap stocks and is offered by King Investment Advisors, Inc. The Fund is managed by Roger E. King and Leah R. Bennett.
Click here to download the Fountainhead Special Value Fund Profile (PDF 42kb) Click here to download the Fountainhead Special Value Fund Prospectus (PDF 240kb) Click here to download the Fountainhead Special Value Fund-SAI (PDF 444kb) Click here to download the Fountainhead Special Value Fund Semi-Annual Report (PDF 235kb) Click here to download the Fountainhead Special Value Fund Annual Report (PDF 274kb) Click here to download the Fountainhead Special Value Fund XBRL File (ZIP 22kb) Investments in small- and medium-sized companies involve greater risks such as increased volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources, than investing in larger, more established companies. In addition, the Funds’ portfolio may be overweight in an industry sector in which any negative development affecting that sector will have a greater impact on the Fund’s performance. Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus, a copy of which may be obtained by calling (800) 868-9535 or visiting the Fund’s website at www.kingadvisors.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, Distributor.
Click here to download the Fountainhead Special Value Fund Profile (PDF 42kb)
Click here to download the Fountainhead Special Value Fund Prospectus (PDF 240kb)
Click here to download the Fountainhead Special Value Fund-SAI (PDF 444kb)
Click here to download the Fountainhead Special Value Fund Semi-Annual Report (PDF 235kb) Click here to download the Fountainhead Special Value Fund Annual Report (PDF 274kb)
Click here to download the Fountainhead Special Value Fund XBRL File (ZIP 22kb)
Investments in small- and medium-sized companies involve greater risks such as increased volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources, than investing in larger, more established companies. In addition, the Funds’ portfolio may be overweight in an industry sector in which any negative development affecting that sector will have a greater impact on the Fund’s performance.
Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus, a copy of which may be obtained by calling (800) 868-9535 or visiting the Fund’s website at www.kingadvisors.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, Distributor.