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| Certain investments and/or mutual funds obtained through 1st Source
Bank are NOT FDIC INSURED, not guaranteed by any bank and may lose value. |
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To review results for each fund, select the appropriate fund below.
Wasatch – 1st Source Income Equity Fund Fact Sheet
The Income Equity Fund (FMIEX) invests primarily in common stocks of large cap companies. This fund is designed for investors who seek capital appreciation with current income as a secondary objective, and who are looking to add a growth component to their portfolio. This fund is co-managed by Ralph C. Shive, CFA®. and Michael L. Shinnick, CFA®.
Wasatch – 1st Source Income Fund Fact Sheet
The Income Fund (FMEQX) normally invests at least 65% of its total assets in debt securities of all types, including high grade corporate bonds and U.S. Government bonds. This fund is designed for investors who are looking for potential monthly income and who want a portfolio with a more conservative approach than is typical with equity funds. This fund is managed by Paul W. Gifford, Jr., CFA®.
Wasatch – 1st Source Long/Short Fund Fact Sheet
The Long/Short Fund (FMLSX) invests primarily in common stocks by maintaining both long equity positions and short equity positions. The fund normally purchases common stocks ("long" equity positions) of U.S. traded companies that the Advisor has identified as undervalued and sells short those stocks ("short" equity positions) that the Advisor has identified as overvalued. This fund is co-managed by Michael L. Shinnick and Ralph C. Shive, CFA®.
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