Allentown, PA (PRWEB) July 01, 2011
Mosaic Capital Management, LLC (“MCM”) today announced the launch of the Mosaic Managed Futures Strategy Fund (“Mosaic Fund”), a listed mutual fund available through the Fidelity, Pershing and TD Ameritrade investment platforms as well as through leading independent broker dealers and registered investment advisors. A low initial minimum investment of $2,500 gives investors access to a portfolio of futures investments managed by professional commodity trading advisors (“CTA’s”).
The Mosaic Fund is designed to capture asset price fluctuations and trends in the global futures markets. The Mosaic Fund’s assets will be allocated to a portfolio of distinct CTA’s who will invest in a wide range of diversified trading strategies within 100+ global futures markets. The Mosaic Fund is designed to be a diversified investment having the flexibility to go both long and short the various futures markets and invest across such diverse sectors as commodities, interest rates, currencies and equity indices.
“Institutional Investors have been using managed futures for the past 30 years for their diversification benefits and low correlation to traditional stock and bond investments,” commented William P. Lynn, CEO of Mosaic Capital Management. “The Mosaic Fund is a great tool for individual investors, because they now have the opportunity to access institutional quality tactics to potentially improve their own portfolio diversification,” added Mr. Lynn.
The Mosaic Fund has daily liquidity and a low minimum investment of $2,500. The ticker symbols for the Mosaic Fund are: Class A- MMFAX and Class C- MMFCX.
For more information about investing in the Mosaic Managed Futures Strategy Fund, contact your Financial Advisor or the Fund directly at 888.546.3922 or on the web at http://www.mosaicstrategyfunds.com .
About Mosaic Capital Management
Mosaic Capital Management, LLC is the investment advisor to the Mosaic Managed Futures Strategy Fund. MCM is managed by a team with significant experience in the futures markets, from trading, to systems development, execution and clearing of futures and options, due diligence and commodity pool formation and management. The principals of MCM have over two decades experience in allocating to professional commodity trading advisors.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Mutual Funds involve risk including the possible loss of principal.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Mosaic Managed Futures Strategy Fund. This and other important information about the Fund is contained in the Prospectus, which can be obtained by contacting your financial advisor, or by calling 1.855.296.8992. The Prospectus should be read carefully before investing. The Mosaic Managed Futures Strategy Fund is distributed by Northern Lights Distributors, LLC member FINRA. Mosaic Capital Management, LLC is not affiliated with Northern Lights Distributors, LLC.
Mutual Funds involve risk including the possible loss of principal. Investing in the commodities markets may subject the Fund to greater volatility than investments in traditional securities. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. Derivative instruments involve risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. In general, the price of a fixed income security falls when interest rates rise. Currency trading risks include market risk, credit risk and country risk. Market risk results from adverse changes in exchange rates in the currencies the Fund is long or short. Credit risk results because a currency-trade counterparty may default. Country risk arises because a government may interfere with transactions in its currency. Foreign investing involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency values, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards. Investing in emerging markets imposes risks different from, or greater than, risks of investing in foreign developed countries.Using derivatives to increase the Fund's combined long and short exposure creates leverage, which can magnify the Fund's potential for gain or loss and, therefore, amplify the effects of market volatility on the Fund's share price.Recently the Commodity Futures Trading Commission ("CFTC") has proposed changes to Rule 4.5 under the Commodity Exchange Act which, if adopted, could require the Fund and the Subsidiary to register with the CFTC.Such changes could potentially limit or restrict the ability of the Fund to pursue its investment strategy, and/or increase the costs of implementing its strategy. The Fund will incur a loss as a result of a short position in currencies, commodities or financial indices if the price of the short position instrument increases in value between the date of the short position sale and the date on which an offsetting position is purchased. Underlying Funds are subject to investment advisory and other expenses, which will be indirectly paid by the Fund. As a result, the cost of investing in the Fund will be higher than the cost of investing directly in an Underlying Fund and may be higher than other mutual funds that invest directly in stocks and bonds. The Subsidiary will not be registered under the Investment Company Act of 1940 ("1940 Act") and, unless otherwise noted in the prospectus, will not be subject to all of the investor protections of the 1940 Act.
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