1st Source Monogram Mutual Funds

1st Source Corporation Investment Advisors manages funds based on several successful management styles. From low risk to aggressive growth, the Monogram Funds can help you achieve your goals. Choose a fund that fits your investment goals and style.

1st Source Monogram Mutual Funds

To review results for each fund, select the appropriate fund below.

Income Equity Fund
The Monogram Income Equity Fund (FMIEX) invests primarily in common stocks and securities convertible into common stocks of companies with market capitalization of at least $100 million which the Advisor believes pay above average dividends or interest. This fund is designed for investors who seek capital appreciation with current income as a secondary objective, and who are looking to add a growth component to their portfolio. This fund is managed by Ralph C. Shive, CFA.

Income Fund
The Monogram Income Fund (FMEQX) normally invests at least 65% of its total assets in debt securities of all types, including high grade corporate bonds and U.S. Government bonds. This fund is designed for investors who are looking for potential monthly income and who want a portfolio with a more conservative approach than is typical with equity funds. This fund is managed by Paul W. Gifford, Jr., CFA.

Long/Short Fund
The Monogram Long/Short Fund (FMLSX) invests primarily in common stocks by maintaining both long equity positions and short equity positions. The fund normally purchases common stocks ("long" equity positions) of U.S. traded companies that the Advisor has identified as undervalued and sells short those stocks ("short" equity positions) that the Advisor has identified as overvalued. The fund can make investments within any market sector and in any company that has a public market capitalization of at least $100 million. This fund is co-managed by Michael Shinnick and Ralph C. Shive, CFA.

Prospectus Offer
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 1-800-766-8938. Please read the prospectus carefully before investing.

1st Source Corporation Investment Advisors, Inc. is a subsidiary of 1st Source Bank and provides investment advisory and other services to the Funds and receives fees for those services. 1st Source Monogram Funds are distributed by Foreside Distribution Services, L.P.