What is the minimum initial investment?
The minimum investment is only $1,000, bringing the Vintage Funds within the reach of just about any investor. The minimum is reduced to just $250 if you sign up for AutoInvest, a regular, automatic investment from your checking or savings account.

How often will I receive statements?
Statements are produced quarterly. Lots of information is provided, including an asset allocation, market value summary, year-to-date account activity, estimated average cost, and account transactions. If you own one of our money market funds, you'll receive monthly statements.

Is there a fee to exchange from one fund into another?
No. Exchanges can be made at any time through our toll-free shareholder services number at 1-800-438-6375. Keep in mind, though, that an exchange is considered a redemption for tax purposes.

What's the annual fee for an IRA?
The annual IRA maintenance fee is only $15. It's due each December, and you can choose to pay by check or have it deducted from your account.

Is there a charge for checkwriting on the money market funds?
No. Checkwriting is a service we provide free of charge. A maximum of five checks can be written each month, and the minimum amount per check is $250.

An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-438-6375 or view our prospectus online. Please read the prospectus carefully before investing.

Any Investment Company (i.e. Mutual Fund or Money Market Fund) referred to is not a bank, and investment products offered by it are not backed or guaranteed by any bank, nor are they insured by the FDIC, and they may lose value. WB Capital Management Inc., is the investment adviser to the Vintage Mutual Funds and receives a fee for their services. Distributed by Foreside Distribution Services, L.P.