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Stratton Multi-Cap Fund may be for investors who desire an investment that focuses on growth and income and are investing for retirement or other long-term goals.

We focus on common stocks of companies with strong cash flow. Companies often share excess cash flow by paying above-average dividends to shareholders. We look at characteristics such as strong dividend growth rates and healthy dividend coverage when selecting potential buy candidates. We believe that companies that consistently strive to increase their dividends tend to offer the potential of above-average returns. Fundamental analysis is conducted on other important characteristics such as the earnings outlook, management strengths, and industry competitive position.

We also believe that undervalued companies with good earnings prospects have superior appreciation potential with reasonable levels of risk. Value stocks are stocks that appear to be under-priced based on traditional measures such as lower price-to-earnings ratios and price-to-book ratios.

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Stratton Real Estate Fund may be for investors who seek total return through investment in real estate securities. In pursuing total return, the fund will emphasize both capital appreciation and current income.

Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its assets in securities of real estate and real estate related companies, or in companies which own significant real estate assets at the time of purchase (“real estate companies”) and may include Real Estate Investment Trusts (“REITs”).

REITs were created to enable investors to participate in the benefits of owning income-producing real estate. REITs own many different types of properties, such as apartment complexes, office buildings, hotels, health care facilities, shopping centers and shopping malls.

Real Estate Funds may be subject to a higher degree of market risk because of concentration in a specific industry or geographic sector. Risks include declines in value of real estate, general and economic conditions, changes in the value of the underlying property and defaults by borrowers.

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Stratton Small-Cap Value Fund may be for investors who desire an investment that focuses on capital appreciation; are willing to accept more market risk in return for the potentially higher returns that may come from investing in small-cap companies; and are investing for retirement or other long-term goals.

The Fund invests in small-cap companies with market capitalizations, at the time of purchase, that are below the market capitalization of any stock in the Russell 2000^® Index.

These stocks are of well-established U.S. companies that we believe are undervalued. We believe that undervalued companies with good earnings prospects have superior appreciation potential with reasonable levels of risk. Value stocks are stocks that appear to be under-priced based on traditional measures such as lower price-to-earnings ratios and price-to-book ratios.

Small company stocks are generally riskier than large company stocks due to greater volatility and less liquidity.

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Past Performance