Centaur Total Return Fund (TILDX) Celebrates 10-Year Anniversary
30 April 2015 - 3:05PM
Business Wire
Centaur Mutual Funds is pleased to announce the recent 10-year
anniversary of the Centaur Total Return Fund (NASDAQ: TILDX).
The Centaur Total Return Fund was originally launched in March
2005 as the Tilson Dividend Fund. The Fund seeks to achieve
attractive risk-adjusted returns through a combination of capital
appreciation and current income.
Zeke Ashton, portfolio manager for the Centaur Total Return Fund
since inception, commented, “We are pleased that we have been able
to generate attractive total returns for our investors over the
past 10 years while demonstrating effective risk management and
capital preservation in down markets. We would like to thank the
Fund’s investors as well as the many people behind the scenes who
have contributed to the Fund’s first decade of successful
operations.”
For the 10-year period ending March 31, 2015, the Centaur Total
Return Fund has earned a 5-star rating from Morningstar out of 168
funds in the “Mid Cap Blend” category. Morningstar has also rated
the fund “Above Average” for the same 10-year return period along
with a favorable risk rating of “Low."
For the same 10-year period ending March 31, 2015, Lipper
Leaders assigned the Centaur Total Return Fund the highest rating
of “5” for both “Total Return” (out of 176 funds) and
“Preservation” (out of 5,661 funds) over the 10-year period. Lipper
currently classifies the Fund as “Equity Income.”
For further details, please visit our web site at
http://www.centaurmutualfunds.com.
Investment in the Funds entails risks, including possible loss
of the principal invested. Consult your prospectus for more
information.
To obtain a recent prospectus, please contact (888) 484-5766
or email us a literature request
(centaurmutualfunds@alpsinc.com). You should consider
the Fund's investment objectives, risks, charges, and expenses
carefully before you invest. Information about these and other
important subjects is in the Fund's prospectus, which you should
read carefully before investing.
The performance information quoted above represents past
performance, which is not a guarantee of future results. Investment
return and principal value of an investment will fluctuate so that
an investor’s shares, when redeemed, may be worth more or less than
their original cost. Current performance may be lower or higher
than the performance data quoted above. Performance data current to
the most recent month end may be obtained by calling
1-888-484-5766. A redemption fee of 2% of the amount redeemed is
imposed on redemptions of Fund shares occurring within one year
following the issuance of such shares.
Per the Prospectus, the Gross Expense Ratio for the Centaur
Total Return Fund is 2.39%.
©2015 MORNINGSTAR INC. All Rights Reserved. The information
contained herein: (1) is proprietary to Morningstar and/or its
content providers; (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.
For each fund with a 10-year history, Morningstar calculates a
Morningstar Rating (based on a Morningstar risk-adjusted return
measure that accounts for variation in a fund’s monthly
performance, including the effects of sales charges, loads, and
redemption fees), placing more emphasis on downward variations and
rewarding consistent performance. The top 10% of funds in each
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 Centaur Total Return Fund was rated 5-stars
in the Mid-Cap Blend category over the 10-year period (out of 168
funds), 2-stars over the 5-year period (out of 268 funds) and
1-star over the 3-year period (out of 319 funds).
Lipper Leaders fund ratings do not constitute and are not
intended to constitute investment advice or an offer to sell or the
solicitation of an offer to buy any security of any entity in any
jurisdiction. As a result, you should not make an investment
decision on the basis of this information. Rather, you should use
the Lipper ratings for informational purposes only. Certain
information provided by Lipper may relate to securities that may
not be offered, sold or delivered within the United States (or any
State thereof) or to, or for the account or benefit of, United
States persons. Lipper is not responsible for the accuracy,
reliability, or completeness of the information that you obtain
from Lipper. In addition, Lipper will not be liable for any loss or
damage resulting from information obtained from Lipper or any of
its affiliates. Lipper is a Thomson Reuters company. ©2015 THOMSON
REUTERS. All Rights Reserved. Lipper 10-year period rankings: Total
Return – 5 (out of 176 funds), Consistent Return – 3 (out of 176
funds), Preservation – 5 (out of 5,661 funds); Lipper 5-year period
rankings: Total Return – 1 (out of 286 funds); Consistent Return –
1 (out of 286 funds); Preservation – 5 (out of 9,272 funds). Lipper
3-year period rankings: Total Return – 1 (out of 359 funds);
Consistent Return – 1 (out of 359 funds); Preservation – 5 (out of
11,262 funds).
The Centaur Total Return Fund is distributed by ALPS
Distributors, Inc.
Centaur Mutual FundsRick Schumacher,
888-484-5766RICK.SCHUMACHER@CENTAURMUTUALFUNDS.COM
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