sarofim equity fund

The Sarofim Equity Fund seeks long-term capital appreciation consistent with the preservation of capital while current income is a secondary goal. The fund invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but it may also invest up to 25% of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts (“ADRs”). The Sarofim Equity Fund focuses on companies with market capitalizations exceeding $5 billion at the time of purchase. This fund has a minimum investment of $2,500 and can be added to in increments of as low as $100.

For additional information, please call 1.855.SAROFIM (1.855.727.6346).

disclosure

Mutual fund investing involves risk, including the possible loss of principal.  Since it purchases equity securities, the Fund is subject to the risk that stock prices will fall over short or extended periods of time. Investing in foreign companies, including direct investments and through ADRs, which are traded on exchanges and represent an ownership in a foreign security, poses additional risks. These include, but are not limited to, risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. The Fund pursues a “growth style” of investing. Over time, a growth investing style may go in and out of favor, causing the Fund to sometimes underperform other equity funds that use differing investing styles.

To determine if the Sarofim Equity Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which can be obtained by calling 1-855-SAROFIM or 1-855-727-6346. Please read it carefully before investing.

 The Sarofim Equity Fund is distributed by SEI Investments Distribution Co. (SIDCO). The Fund is managed by Fayez Sarofim & Co. SIDCO is not affiliated with Fayez Sarofim & Co.