Quarterly Updates

PDF 1Q2017 Fund Update & Commentary

PDF 4Q2016 Fund Update & Commentary

PDF 3Q2016 Fund Update & Commentary

PDF 2Q2016 Fund Update & Commentary

PDF 1Q2016 Fund Update & Commentary

PDF 4Q2015 Fund Update & Commentary

PDF 3Q2015 Fund Update & Commentary

PDF 2Q2015 Fund Update & Commentary

PDF 1Q2015 Slides: Innovation Boom

PDF 4Q2014 Slides: Divergent Paths

PDF 3Q2014 Slides: Dollar Dynamics

PDF 2Q2014 Slides: Investing in a Late Cycle Environment

PDF 1Q2014 Slides: Disturbing Divergences

PDF 4Q2013 Slides: A Template for the Taper

PDF 3Q2013 Slides: Investing in a Post QE World

PDF 2Q2013 Slides: Intangibles Go Mainstream

PDF 1Q2013 Slides: Pure Alpha: Why Cash and Counter-Cyclicals are King

PDF 4Q2012 Slides: Currency Wars

PDF 3Q2012 Slides: Proof of Concept

PDF 2Q2012 Slides: Extreme Uncertainty

PDF 1Q2012 Slides: Focus on Risk

PDF 4Q2011 Slides: Tilting Bullish – Part 2

PDF 3Q2011 Slides: Tilting Bullish

Please consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus or summary prospectus that contains this and other information about the Fund, is available by calling 888.998.9890 and should be read carefully.

The value of the securities held by the Fund will change due to general market and economic conditions and industry perceptions. Investments in non-US issuers may involve unique risks. Currency fluctuation, adverse political, economic or social developments could undermine the value of the Fund’s investments. The securities of mid-cap companies may be subject to more abrupt or erratic market movements and may have lower trading volumes.

Many of the risks with respect to foreign investments are more pronounced for investments in issuers in developing or emerging market countries. An investment in a fund that is less diversified across countries or geographic regions is generally riskier than an investment in a more geographically diversified fund.

The KL Allocation Fund is distributed by IMST Distributors, LLC.

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