The Giralda Fund – GDAMX

Giralda Risk-Managed Growth Fund – GRGIX

The Giralda Fund (GDAMX) is closed to new investors. Giralda Risk-Managed Fund (GRGIX) is open to new investors as of 5/28/2014. Objectives, strategies and operation are identical to those of The Giralda Fund.

The Giralda Fund is designed to seek long-term capital appreciation. We attempt to provide risk-managed exposure to the equity markets, with the goal of limiting asset depreciation during both protracted and catastrophic market downturns while allowing participation in up-trending markets. Meet The Giralda Fund Team.

The Giralda Fund is particularly suited to shareholders who wish to stay fully invested in the equity markets and delegate the responsibility of making proactive adjustments in an effort to protect themselves from adverse market conditions.


Shareholder Reports

Capital Gains Dividend Distributions – August 18, 2016

Shareholder Letter – June 30, 2016

Shareholder Letter – March 31, 2016

Semi-Annual Report – December 31, 2015

Shareholder Letter – September 30, 2015

Annual Report – June 30, 2015

Shareholder Letter – March 31, 2015

Semi-Annual Report – December 31, 2014

Shareholder Letter – September 30, 2014

Annual Report – June 30, 2014

Semi-Annual Report – Dec 31, 2013

Annual Report – June 30, 2013


Fund Literature

Fact Sheet

Quarterly Letter

Summary Prospectus


Annual Report

Semi Annual

SAI SAI Prospectus Supplement

XBLR Files

The Giralda Fund (GDAMX) 128px-PDF 128px-PDF  128px-PDF 128px-PDF 128px-PDF 128px-PDF 128px-PDF
Giralda Risk-Managed Growth Fund (GRGIX) 128px-PDF 128px-PDF  128px-PDF 128px-PDF 128px-PDF 128px-PDF 128px-PDF document-309065_640