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The Fund seeks to combine the risk-averse nature of value investing with the superior long-term capital appreciation potential of small company stocks. Investors now may have the opportunity to benefit from our experienced portfolio management and our time-tested investment strategy.
Please note, the fund will close to new investors once total assets equal or exceed $500 million.
Top 10 Equity Holdings as of September 30, 2008
Holdings are subject to change and should not be considered a recommendation to buy individual securities.
Holdings are subject to change and should not be considered a recommendation to buy individual securities.
| Equity holdings | % of Portfolio |
| Novavax Corp. | 6.7 |
| Magnetek Inc. | 6.2 |
| Durect Corp. | 5.9 |
| Allied Defense Group Com. | 5.3 |
| Polyone Corp. | 4.8 |
| ICO Holdings | 4.7 |
| Williams Control Inc. | 4.4 |
| Hanover Insurance | 4.0 |
| Infocus Corp. | 3.8 |
| 4Kids Entertainment | 3.6 |
| . | 49.4 |
Investment Class Shares - IZZYX
Institutional Class Shares - IZZIX
Three to Five Years
Investment Class Shares - 46333V102
Institutional Class Shares - 46333V201
Ironwood Investment Management, the investment manager of the Ironwood Isabelle Small Company Stock Fund, also provides personalized separate account management services.
Employing a similar value based stock selection process as the Ironwood Isabelle Small Company Stock Fund, individual portfolios are constructed for each clients specific investment objective.
Typically, these portfolios are constructed and managed for clients based upon their specific needs relating to:
- Tax considerations
- Portfolio concentrations/diversifications
- Social and societal considerations
- Reducing Portfolio expense ratio and performance based fees available
- Daily pricing and daily liquidity are generally not possible.
Investments in smaller companies generally carry greater risk than is customarily associated with larger companies for various reasons such as narrower product lines, limited financial resources, and less depth in management. Distributed by Foreside Fund Services, LLC. Privacy Policy and Terms of Use