Shareholder Services


  • Managed according to Stralem & Company's US Large Cap Equity Strategy,
    in use for over 40 years for Stralem's separately managed accounts
  • Focused on growth and preservation of capital in one product with a long-term
    record of above market returns with lower volatility
  • Disciplined and market-conscious investment philosophy, fundamentally driven
    and quantitatively enhanced

Click here to see 2016 Dividend information >
Click here to see 2016 Dividend Tax Notice >

  In An Aging Bull Market Don't Slam the Brakes,
Proceed With Caution

The market goes up over time, but not all the time. That's been easy to forget over the past eight years. When bull markets get long in the tooth like the current one, times get tough for investors who lean toward caution.

Read the paper >

Navigating Today’s Volatile Stock Market
In the aftermath of the Financial Crisis, the stock market returned nearly 250% from the trough in 2009, and experienced remarkably smooth upward trajectory. More recently, market conditions have changed and volatility has staged a comeback. What were the drivers of this historic return, how was this period unique in stock market history and what should investors consider going forward?
Read the paper >

Irene BergmanChris Goodney/Bloomberg/Getty Images   Irene Bergman Obituary

With great sadness Stralem mourns the loss of our colleague, Irene Bergman, on
September 29, 2016. Bloomberg Article > New York Times Obituary >

The Oldest Woman on Wall Street

Celebrating her 100th birthday on August 2, 2015, Miss Irene Bergman, SVP, financial advisor, reflects on
her long career in financial services and more than four decades with Stralem. Still offering advice to
clients today, she says the secret to success is "Patience and the discipline to stick to your philosophy
even in the face of irrational markets."
Read more > Play video >

The thoughts and opinions expressed in the article/video are solely those of the person speaking as of September 3, 2015. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. 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 1-866-822-9555. Read it carefully before investing. Distributed by Ultimus Fund Distributors, LLC.

3 starsStralem Equity
Fund 3 Stars

among 1,233 large blend
funds as of 7/31/17.*

Advised by Stralem & Company, an independent asset manager founded in 1966, Stralem Equity Fund is designed to deliver strong investment performance during both up and down markets with reduced volatility, the Large Cap Equity Strategy (LCES) looks at the market in light of the the belief that there are four types of market environments: two types of bull markets and two types of bear markets, each characterized by momentum and valuation factors. By adapting portfolio construction to changing market environments, the philosophy has led to skillfully navigating the full market cycle. Learn more

Mutual fund investing involves risk, including the potential loss of principal.

An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. Click here for a Prospectus/Summary Prospectus, which contains this and other important information, or call 866-822-9555. Please read the prospectus carefully before investing. The Fund may not be suitable for all investors.

*As of 7/31/17, Morningstar rating of 3 stars overall, 3, 2 and 4 stars (STEFX) for the three-, five- and ten-year periods among 1,233, 1,233, 1,095 and 802 large blend funds, respectively. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three- year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Distributed by Ultimus Fund Distributors, LLC.

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