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Ticker
MNRBX

CUSIP
564057305

Inception Date
6/3/1999

Distributor
Foreside Fund Services, LLC.

Shareholder Services
800-787-3334

Total Operating Expense
*0.95%

Minimum Investment
$1,000

Advisor
Morris Capital Advisors, LLC


*Effective April 30, 2016, the advisor has entered into an Expense Limitation Agreement with the Fund under which it has agreed to waive or reduce its fees and to assume other expenses of the Fund, if necessary, in an amount that limits the Fund’s annual operating expenses (exclusive of interest, taxes, brokerage fees and commissions, acquired Fund fees and expenses, extraordinary expenses, dividend and interest expenses related to short investments) to not more than 0.95% through at least May 1, 2017. The current contractual agreement cannot be terminated prior to at least one year after the effective date without the Board of Trustees’ approval. Had the Adviser not waived expenses, the Bond Fund’s expense ratio would have been 1.50%.

 

MUTUAL FUNDS

> Manor Fund
> Growth Fund
> Bond Fund
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> Fund Fact Sheets
> Prospectus
> Fund Information

   

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Bond Fund

Objective
Seeks to provide current income.

Investment Philosophy
We believe that seeking to preserve principal value in fixed-income portfolios is best achieved by seeking to reduce credit risk and managing interest rate exposure.

Investment Process
The Fund employs an investment process with a focus on two aspects of bond portfolio valuations:

1. Credit risk

  • Strive to reduce credit-related risk by investing in portfolios of highest quality securities, primarily U.S. Treasury notes and bonds.

2. Interest rate risk

  • Strive to reduce interest rate risk by targeting an investment portfolio with average characteristics approximating the intermediate-term maturity and duration of the total bond market.
  • Manage interest rate risk over time by
    • Striving to reduce both maturity and duration in periods of rising interest rates.
    • Seeking to extending maturity and duration in times of falling interest rates.

The portfolio is actively managed. Holdings and weightings are subject to change daily and are provided for informational purposes only and should not be deemed as a recommendation to buy or sell the securities mentioned..


Mutual fund investing involves risk, including possible loss of principal amount invested.

The bond market is generally volatile and fixed income investments carry interest rate risk, as interest rates rise, bond prices usually fall and as interest rates fall, bond prices usually rise. Fixed income securities also carry inflation risk and default risks, which is the possibility that the issues may default completely.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.

Investors should consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. The prospectus contains this and other information about the Funds. You may obtain the prospectus by visiting www.manorfunds.com or calling 800-787-3334. The prospectus should be read carefully before investing.

 

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