Invest with us
The Acuitas US Microcap Fund is available at Schwab, Fidelity, Vanguard and Pershing.
Or open an account by downloading the application and mailing it to:
Acuitas Funds
PO Box 588
Portland, Maine 04112
(844) 805-5628
Account Application
IRA Account Application
IRA Transfer Form
Fund Materials:
Fund Prospectus
Summary Prospectus
Statement of Additional Information
Annual Report
Annual Financials
Semi-Annual Report
US Microcap Fact Sheet
Proxy Report
US Microcap Holdings 3-31-2024
US Microcap Holdings 9-30-2023
For information about the Fund's adviser, Acuitas Investments or to contact the adviser, please click here.
Investment Considerations:
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.
Equity: Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of the Fund will fluctuate as the value of the securities in the portfolio changes.
Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which can be obtained by calling (844) 805-5628. Please read the prospectus carefully before you invest.
The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Acuitas Investments, LLC is the investment adviser for the Acuitas Funds. Acuitas Funds are distributed by Foreside Fund Services, LLC.