National City Investment Management Company (IMC) manages Armada Funds. IMC has over $28 billion in assets under management, and is dedicated to attaining client investment objectives by providing a broad array of specialized investment products. IMC is organized among highly specialized investment style teams. Each team member shares an expertise in a particular sector or style of investment. Participants from each of the specialized management teams convene on a monthly basis to discuss strategy and to analyze and interpret data concerning the economic outlook and the allocation of assets. On a weekly basis, the same team members meet to discuss equity and fixed income market recommendations. IMC's team of professionals reflect an average individual investment experience level of over 13 years. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Both A and B shares are sold on a continuous basis by the Trust's sponsor and Professional Funds Distributor, LLC, and are also sold to the public primarily through financial institutions such as banks, brokers and dealers. Investors may purchase A or B shares directly or through a financial institution. A shares of the Funds are sold subject to a front-end sales charge. B shares of the Funds are sold subject to a back-end sales charge. This back-end sales charge declines over time and is known as a "contingent deferred sales charge". Before choosing between A and B shares of the Funds, an investor should read the prospectus carefully to determine which would be best based upon individual investing objectives, time horizon and risk tolerance. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
I shares, or Institutional shares, are sold primarily to banks and trust companies which are affiliated with National City Corporation, National City Investment Management Corporation customers that are large institutions, and registered investment advisers and financial planners affiliated with National City Corporation who charge an advisory, consulting or other fee for their services and buy shares for their own accounts or the accounts of their clients. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
In addition to the Armada Funds, we also offer access to FutureQuest, an asset allocation separate account program provided by SEI Investments, Inc. This personalized investment strategy is built around your goals, time frame, and tolerance for market risk, and offers access to the world's most talented money managers. Armada Funds also offers No-Fee Traditional and Roth IRAs, and access to Armada Plus 401K Plan, administered by National City.
If realizing tax savings while supporting your favorite charity has appeal, you may want to learn more about National City Charitable Gift Fund®, a new donor-advised fund that makes gifting to public charities easy and rewarding. National City has partnered with several foundations, including the Cleveland Foundation, the Columbus Foundation, the Kalamazoo Community Foundation, and the Dayton Foundation, to offer the National City Charitable Gift Fund®. Armada Funds serve as the underlying investment options. As a donor-advised fund, the Charitable Gift Fund is neither a mutual fund nor an investment.
Armada Funds also offers access to a retirement product for small to mid-size plans. PlanWorks Select®, provided by National City, is a full-service, comprehensive program designed specifically to serve retirement plans that have $1 million to $5 million in assets. Yet, you receive the advantages typically found in much larger plans.
The PlanWorks Select® program provides three types of plans: 401(k), profit sharing, and money purchase. If you want to ease the burden of administrative management and offer your employees more investment choices, this may be the right plan for you.
To obtain additional information about PlanWorks Select® or Armada Funds by calling 1-800-622-FUND(3863) or 1-888-ARMADA5, or you may obtain information about Armada funds by downloading a prospectus now. The prospectus contains more complete information including the risks and charges and expenses of the investment choices you may select. Please read it carefully before you invest or send money.
National City Investment Management Company (IMC) serves as investment adviser for Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD). PFD is not affiliated with IMC and is not a bank. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Class C shares have a low back-end sales charge that is assessed for a shorter period of time than other share classes. If you sell shares within 18 months of purchase, a 1% CDSC is assessed. An exception is made for dividends or distributions reinvested into C shares. Class C shares generally charge a higher 12b-1 fee each year than class A shares, and do not convert into A shares at any time. If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Class "R" shares are sometimes called Retirement Shares because they were designed for retirement plan investors. "R" shares have a low back-end sales charge. If you sell "R" shares within 18 months of purchase, a .75% contingent deferred sales charge or CDSC is assessed. The CDSC is calculated on the lowest of either: the net asset value (NAV) of the shares at the time of purchase, or the NAV of the shares next calculated after the Fund receives the request to sell.
Class "R" shares have a lower 12b-1 fee than other back-end loaded share types, and do not convert into "A" shares at any time.
"R" shares may be appropriate for investors in qualified retirement plans, such as employer sponsored 401(k) plans or individual retirement accounts (IRAs). They also may be appropriate for individuals who wish to rollover savings from a qualified retirement plan into an IRA.
If you have questions about your individual situation, contact your plan administrator or a personal adviser, such as an accountant, attorney or other tax professional.
Past performance is no guarantee of future results. Mutual funds involve risk, including possible loss or principal. Shares of Armada Funds are not insured by the FDIC, are not deposits or obligations of, or guaranteed by the bank, and involve investment risk.
National City Investment Management Company (IMC) serves as investment adviser for which it receives an investment advisory fee. Armada Funds are distributed by Professional Funds Distributor, LLC (PFD). PFD is not affiliated with IMC and is not a bank.
