Key Statistics

Inception: 3/18/2004

Ticker/Cusip:
Class A Shares: ICRDX 255378101
Class C Shares: ICRGX 255378200
Class I Shares: ICRIX 255378507

Net Assets: $182.8 Million (as of 1/31/12)

Dividend Frequency: Quarterly

Fiscal Year End: September 30

Maximum Sales Charge:
Class A Shares: 5.75%
Class C Shares: 0.00%
Class I Shares: 0.00%

Minimum Account Size:
$5,000 individual accounts
$1,000 retirement accounts
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Portfolio Management Team

Dividend Growth Advisors, LLC (DGA) is the Advisor of The Rising Dividend Growth Fund. The Portfolio Management Team includes:

 

Thomas W.L. Cameron

Chairman – Dividend Growth Advisors
Senior Portfolio Manager – The Rising Dividend Growth Fund
Years Investment Experience: 57

 

C. Troy Shaver, Jr.

President & Chief Executive Officer – Dividend Growth Advisors
President & Senior Portfolio Manager – The Rising Dividend Gårowth Fund
Years Investment Experience: 37

 

Jere E. Estes, CFA®

Chief Investment Officer & Senior Portfolio Manager – Dividend Growth Advisors
Chief Investment Officer, Senior Portfolio Manager & Assistant Treasurer – The Rising Dividend Growth Fund
Years Investment Experience: 39

 

Ying "Susie" Wang

Director of Research – Dividend Growth Advisors
Portfolio Manager – The Rising Dividend Growth Fund
Years of Experience: 3

 

Additional members of the Rising Dividend Growth Fund Team include:

 

Edward J. Obuchowski, Jr.

Chief Financial Officer - Dividend Growth Advisors
Treasurer & Principal Accounting Officer – The Rising Dividend Growth Fund
Years of Experience: 39

 

Jane M. Cameron

Managing Director, Strategic Sourcing & Human Resources - Dividend Growth Advisors
Chief Compliance Officer – The Rising Dividend Growth Fund
Years of Experience: 35

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the fund’s prospectus and summary prospectus by calling 1-888-826-2520 or by visiting www.dividendgrowthadvisors.com. Past performance is no guarantee of future results. The investment return and principal value of an investment in the fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)

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