Villere Balanced Fund: Investments in smaller and medium sized companies involve additional risks such as limited liquidity and greater volatility than large cap companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower rated and non-rated securities present a great risk of loss to principal and interest than higher rated securities.
Villere Equity Fund: Equity investments are subject to market risk. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These risks are magnified in emerging markets. Investments in small-and-mid cap companies are subject to greater volatility. The Fund's ability to invest in initial public offerings (IPOs) involves a higher degree of risk than more seasoned companies.
The Funds' investment objectives, risks, charges, expenses and other information are described in the prospectuses or summary prospectuses, which must be read and considered carefully before investing. You may download the Villere Funds Prospectus, VILLX Summary Prospectus, VLEQX Summary Prospectus or obtain a hard copy by calling 866-209-1129.
The Villere Funds are distributed by Quasar Distributors, LLC.
St. Denis J. Villere & Company, LLC | 601 Poydras St. Suite 1808 | New Orleans, Louisiana 70130 | P: 504-525-0808 | F: 504-522-2747