New Century International is
dedicated to a philosophy... diversification can reduce risk without
sacrificing performance. The Portfolio's objective is to provide capital
growth and, as a secondary objective, to earn income. New
Century maintains rigorous investment qualifications for the mutual funds in
which it invests: strong performance, reasonable risk-adjusted
returns and consistent management styles. International investments
may involve additional risks, such as currency rate fluctuation,
different financial and accounting standards, and political
instability that may cause greater volatility and expose the
Portfolio to other risks generally not associated investments. Diversification does not
assure or guarantee better performance and cannot eliminate the risk
of investment loss.
Diversification through a blend
of value and growth investments allocated among large-cap,
mid-cap, small-cap positions allocated geographically among
mature and emerging markets.
Access to ETFs
Disciplined category ranges reduce risk
Investments are not limited to a
single fund family or institution
Active management consistently
monitors fund objectives and performance
Simplified year-end tax reporting on
a single tax statement
The New Century
International Portfolio seeks to achieve its investment objective by
investing primarily in shares of registered investment companies
that emphasize investments in equities such as common stocks,
preferred stocks or securities convertible into stocks,
but with a focus on securities in foreign and emerging markets, and
with less emphasis on securities in domestic markets.
Solomon, who has 14 years
of investment experience,
joined New Century Portfolios in 2015 as Vice President and
Portfolio Manager for the Capital, Balanced, and International
Assistant Portfolio Manager for the Alternative Strategies Portfolio.
Mr. Solomon has been with Weston Financial Group, Inc. since July 2014 as Vice
President and Portfolio Manager, and most recently, Mr.
Solomon also assumed the role of Director of Investment Research for
Weston Financial Group, Inc. Mr. Solomon is a Committee Member
at the Boston Security Analyst Society and CFA Institute Member.
William F. LeFavor,
is a Vice President of the New Century
Portfolios and has been an Assistant
Capital, Balanced, and International Portfolios since 2012. Mr.
LeFavor has been with the Weston Financial Group, Inc. since 2005
an Assistant Vice President and a Financial Counselor. Mr. LeFavor is a CFPģ
practitioner and also a Registered Representative of Weston
Securities Corporation, the Trustís principal underwriter.
The performance data quoted represents past performance. The
investment return and principle value of an investment will
fluctuate so that an investor's shares, when redeemed, may be worth
more or less than the original investment. Past performance does not
guarantee future results, and current performance may be lower or
higher than the performance data quoted. Total return figures are
net of fees and include reinvestment of all dividends and capital
For the fiscal year ended 10/31/16, The New
Century International Portfolio had an expense ratio of 1.58% with
an acquired fund expense ratio of 0.93% and a fee waiver and/or
expense reimbursement of 0.07%. The Acquired Fund Expense
Ratio reflects the fees and expenses incurred by the New Century
International Portfolio for the fiscal year ended 10/31/16, as a result of its investment in other registered investment
companies. These expenses are not incurred directly by shareholders. The Adviser has contractually agreed to reduce
its fees and expenses through an expense limitation agreement
through March 1, 2018.
Investors should take into consideration the investment objectives,
risks, charges and expenses of the New Century Portfolios carefully
before investing. The Prospectus contains these details and other
information and should be read carefully before investing. Click
here to view a current Prospectus.
Morningstar Ratings reflect risk-adjusted performance and are
derived from a weighted average of the fundís 3-, 5- and 10-year (if
applicable) Ratings. For the periods ended April 30, 2017 the fund
received 3-Stars Overall and for the 3-year periods, among 590 funds,
2-Stars for the 5-year
period among 523 funds, and 4-Stars for the 10-Year period among 336 funds, in the Morningstar Foreign
Large Blend Category.
The Morningstar Ratings formula measures the amount of variation in a fundís performance and gives more emphasis to downward variations. Ratings are subject to change every month. The top 10% of the funds in the category receive 5 stars; the next 22.5% 4 stars; the next 35% 3 stars; the next 22.5 2 stars; and the last 10% 1 star.
©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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2017 by Weston
Securities Corporation. All rights reserved.