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Nia Impact Solutions Fund

Focused on Positive Impact. 

Investing for Positive Returns.

NET ASSET VALUE DATE
06/18/2024
NET ASSET VALUE
$11.70
FUND TICKER
NIAGX

Mutual fund objective

TYPE
Active Equity Mutual Fund
TYPICAL NUMBER OF HOLDINGS
45-50
CUSIP
90386K878
INCEPTION DATE
May 10, 2022

NIAGX: Investing with Purpose

The Nia Impact Solutions Fund seeks long-term capital appreciation by investing in companies that contribute towards advancements in the areas of diversity and inclusion, sustainability and/or social justice.

How to invest in NIAGX

Sign up for a direct shareholder account

For any questions with setting up your account, please call our shareholder services number at (833) 571-2833.

Already an account holder?

For existing account holders, login here.

Or find us at

BNY Mellon

Fidelity

Matrix Trust Company

Northern Trust

Pershing

US Bank

Charles Schwab

Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling (833) 571-2833.

IMPORTANT INFORMATION:

As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund’s investment strategy depends largely upon the Adviser’s skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective.

The Fund’s incorporation of ESG considerations in its investment process may cause it to make different investments than funds that have a similar investment universe and/or investment style but that do not incorporate such considerations in their strategy or investment processes.

Under certain economic conditions, this could cause the Fund’s investment performance to be worse than similar funds that do not incorporate such considerations in their investment strategies or processes. In applying ESG criteria to its investment decisions, the Fund may forgo higher-yielding investments that it would invest in absent the application of its ESG investing criteria.

Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy or growing to an economically viable size. 

Nia Impact Solutions Fund is distributed by Ultimus Fund Distributor, LLC (Member FINRA) Nia Impact Capital and Ultimus Fund Distributors, LLC are separate and unaffiliated.

Control # - 17579745-UFD-11072023

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