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Informed Investor Growth Fund (MIIFX)


Investment Objective - The investment objective for the Monteagle Informed Investors Growth Fund is long term capital appreciation.

Principal Investment Strategy - Corporate officers and directors are in the best position to evaluate the future of their own organizations, they are considered "informed investors," and they often manifest their confidence by buying their own company's stock. This is a strong indication that such companies should be reviewed as potential investments for the portfolio. Therefore, priority companies for the Informed Investor Strategy are those where management, large outside investors, and/or the company itself are buyers or owners of its stock.

The "Informed Investors" approach to investing is unique in its conception, and is a logical, practical strategy in its application. Backed by highly disciplined research and analytical measures of valuation: superior earnings growth, accelerating cash flow, profit margin and price/earnings ratios, and unrestricted by any specific industry or company size, the "Informed Investors" approach offers a strong, time-tested (50+ years) strategy of investment. The Informed Investor Strategy's objective is to seek growth primarily through investment in U.S. companies that are financially sound and well-managed. In summary, T.H. Fitzgerald looks for good companies that are getting better with seasoned management, strong financial fundamentals, and positive corporate and institutional sponsorship.

Principal Risks

Risks in General. Domestic economic growth and market conditions, interest rate levels, and political events are among the factors affecting the securities markets of the Fund’s investments. There is the risk that these and other factors may adversely affect the Fund’s performance. The loss of money is a risk of investing in the Fund. The Fund could underperform other investments.

Investment Selection Risk. The Fund’s ability to achieve its investment objective is dependent on the Sub-adviser’s ability to identify profitable investment opportunities for the Fund.

Volatility Risk. Because the Fund will emphasize various growth industries, the value of your shares is likely to be more volatile than a fund that invests in a broader range of industries.

ETF Risk. The Fund may invest in ETFs that are leveraged. If the ETF’s target index experiences adverse daily performance, the Fund’s investment in the ETF will be reduced by a greater amount for every adverse performance. Further, purchasing shares during a day may result in greater exposure to the performance of the target index if the target index moves in a direction adverse to the ETF between the close of the markets on one trading day and before the close of the markets on the next trading day.

Small and Mid Capitalization Risk. The Fund may invest in small and medium capitalization companies which involve greater risks than those associated with larger, more established companies. Smaller companies may be subject to more abrupt or erratic price movements. Portfolio Turnover Risk. The Fund’s investment strategy may result in a high portfolio turnover rate. A high portfolio turnover would result in correspondingly greater brokerage commission expenses and may result in the distribution to shareholders of additional capital gains for tax purposes. These factors may negatively affect the Fund’s performance.

Non-Diversification Risk. The Fund is classified as “non-diversified” under the Investment Company Act of 1940, and has the ability to invest a relatively high percentage of its investments in the securities of a small number of issuers, which could be viewed as riskier than a diversified fund.

An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund is not a complete investment program.

Investment Adviser
Nashville Capital Corporation
2506 Winford Avenue
Nashville, TN 37215

Phone: (800)459-9084
Distributor
Arbor Court Capital, LLC
8000 Town Centre Dr, Suite 400
Broadview Heights, OH 44147
Shareholder Services
Mutual Shareholder Services
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147
Phone: (888)263-5593
Sub-Adviser - Thomas H. Fitzgerald, Jr.

(T.H. Fitzgerald)
- Thomas H. Fitzgerald, Jr.

T.H. Fitzgerald & Company ("T.H. Fitzgerald"), located at 180 Church Street, Naugatuck, Connecticut 06770, manages the portfolio of the Fund and has since its inception. T.H. Fitzgerald accepts no individual or private accounts, regardless of size. The firm has been owner-managed since its founding in 1959. The Fund offers the individual investor access to the firm's proprietary "Informed Investor" strategy.

A discussion regarding the basis for approval by the Board of the Fund's Sub-Advisory Agreement with T.H. Fitzgerald is available in the Trust's semi-annual report for the period ended February 28, 2008.

Portfolio Manager: Investment decisions for the Fund are made by Thomas H. Fitzgerald, Jr. Mr. Fitzgerald is responsible for the day-to-day managment of the Fund and has been since the Fund's inception (April 2008).

Additional Information
Prospectus Application
Statement of Additional Information Annual Report
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