Mutual Funds
We offer three mutual funds,
each adhering to our investment
philosophy based on analysis
done over a 50+ year period,
implementing the characteristics
that we believe have worked best
for stock selection over time.
Contact info@osfunds.com if you'd like to learn more about any of our Funds.
O’Shaughnessy Enhanced Dividend® Fund
Seeks to provide long-term appreciation and income through a portfolio of stocks with high dividend yields.
O’Shaughnessy All Cap Core Fund
Seeks to provide long-term capital appreciation through a diversified equity portfolio with exposure to large value, large growth, small and mid-sized stocks.
O’Shaughnessy Small-Mid Cap Growth Fund
Seeks to provide long-term appreciation through exposure to a portfolio of aggressive growth stocks.
Additional Information
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Download Application Forms |
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Download the Prospectus ( Class A & C ) ( Class I ) |
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Download the Statements of Additional Information |
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Download Breakpoints & Sales Loads |
The O'Shaughnessy Funds are offered only to United States residents, and
information on this site is intended only for such persons. Nothing on this web
site should be considered a solicitation to buy or an offer to sell shares of
any Fund in any jurisdiction where the offer or solicitation would be unlawful
under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible.
The O'Shaughnessy Funds are distributed by Quasar Distributors, LLC.
