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BHR Institutional Funds provides intelligent mutual fund solutions designed
specifically for institutional investors and financial intermediaries. We
partner with well-respected money management firms whose investment expertise has
not been broadly available in a mutual fund vehicle.
BHR Institutional Funds offers:
- Intelligently structured funds designed specifically for institutional investors
and financial intermediaries
- Partnership with well-respected asset managers who devote their full time and attention
to portfolio management
- Low overall costs
- Transparency and oversight for institutional shareholders
- A client service model focused on the institutional investor
- Multiple equity asset classes and complimentary sub-styles
- A team of executives with long term experience in the development, distribution
and administration of mutual funds
Click here for 2008 Capital Gains Information
Quarterly
Performance
Performance quoted represents past performance and does not guarantee future
results. Investment return and principal value will fluctuate so that shares, when
redeemed, may be worth more or less than their original cost. Current performance
may be lower or higher than that shown here. Returns current to the most recent
month-end are available at 1-888-572-0968.
Funds that take a focused or sector-specific approach are subject to greater
risk from downturns affecting a specific issuer or industry.
International securities involve special risks, including currency fluctuation,
lower liquidity, different accounting methods and economic and political systems,
and higher transaction costs.
The smaller capitalization companies the Fund invests in may be more vulnerable
to adverse business or economic events than larger, more established companies.
In particular, these small companies may have limited product lines, markets and
financial resources, and may depend upon a relatively small management group. Small
cap stocks may be very volatile and the price movements of the Fund's shares may
reflect that volatility. Such volatility may make selling a large quantity of shares
of one issuer more difficult.
The BHR Institutional Funds are distributed by PFPC Distributors, Inc., Valley
Forge, PA. You should consider the investment objectives, risks, charges and expenses
of the BHR Institutional Funds carefully before investing. You may obtain
a prospectus with this and other information about the funds by calling 1-888-572-0968,
or by clicking here. Read the
prospectus carefully before investing.
* The fund charges a 2% fee for redemptions within 90 days of purchase. If the fee
had been included, performance would have been lower.
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