NEW YORK — (BUSINESS WIRE) — August 4, 2014 — 3D Printing and Technology Fund today announced that its Investor Class (TDPNX) shares are available for purchase on Charles Schwab’s online trading platform.
The Fund is also available for purchase via online brokerages Vanguard and Pershing, as well as via through the Fund’s website, http://www.3dpfund.com.
In addition, the Fund has signed an Operating Agreement with SEI Investments, and entered into Dealer Agreements with; Apex Clearing Corporation, BB&T Securities, COR Clearing, Duncan-Williams Inc, optionsXpress, Pershing Adviser Solutions, and Wedbush Securities. Multiple other Dealer Agreements are in process.
“We are quite pleased that Schwab has chosen to add 3D Printing and Technology Fund to its platform,” stated Alan Meckler, Senior Portfolio Manager. “Adding Schwab to our existing online brokerage availability, Vanguard and Pershing, expands the Fund’s presence in financial markets and increases ease of access for individuals and institutions alike.”
Incepted January 28, 2014, 3D Printing and Technology Fund is the inaugural fund for Outlook Funds Trust, and the first-ever mutual fund focused on global 3D Printing and Additive Manufacturing. The Fund is managed by 3D Printing Fund Advisers, LLC, with Alan M. Meckler serving as Senior Portfolio Manager and John M. Meckler as Co-Manager and Chief Compliance Officer.
The Investor Class (TDPNX) has a minimum initial investment of $2,500, and the Fund is also available in an Institutional Class (TDPIX), with a minimum initial investment of $100,000.
About 3D Printing Fund Advisors, LLC
Alan M. Meckler, Lead Portfolio Manager, has 40 years of experience in the media industry and was the lead executive for two initial public offerings and three secondary offerings. He is responsible for the day-to-day management of the Fund's portfolio. Mr. Meckler is currently Chairman of the Board and Chief Executive Officer of Mediabistro Inc. since its inception. Previously, Mr. Meckler had been Chairman and Chief Executive Officer of Mecklermedia Corporation from December 1993 until it was acquired by Penton Media in November 1998. He has a BA from Columbia College and MA and Ph.D. from Columbia University. He is founder of the Inside 3D Printing trade shows that take place in the United States and in several countries around the world.
John M. Meckler, Co-Portfolio Manager, since 2010 has been employed by Mediabistro Inc. as a business development executive with emphasis on the 3D printing industry. Previously he was a creative executive at The Film Department. He has a BS in finance from the McDonough School of Business, Georgetown University.
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3D Printing and Technology Fund (
(Investor Class) TDPNX; CUSIP: 69011Y404, Minimum Investment: $2,500.
(Institutional Class) TDPIX; CUSIP: 69011Y305, Minimum Investment: $100,000.
Before investing in 3D Printing and Technology Fund you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other important information is contained in the Fund's prospectus, a copy of which may be obtained by calling (855) 330-6225 or by visiting the Fund’s website at www.3dpfund.com. Please read the prospectus carefully before investing.
An investment in the Fund is subject to risk, including the possible loss of principal amount invested, that are fully discussed in the Fund’s prospectus and include technology risk, the risk of short product cycles and rapid obsolescence of products and services; manufacturing company risk, affected by supply and demand for their specific product; new industry risk and other equity securities risk. A decline in the value of or default by a single security may have a greater negative effect than in a diversified portfolio. Investments in small and medium capitalization companies may be less liquid and their securities’ prices may fluctuate more than those of larger, more established companies.
Foreign investments may be subject to the same risks as domestic investments and additional risks which include international trade, currency fluctuation, and political, regulatory and diplomatic risks, which may affect their value. Foreign investments may also suffer from a lack of timely or reliable financial information. Emerging markets investments are subject to additional risks due to greater political and economic uncertainties as well as a relative lack of information about companies in such markets. Investments in ADRs, which are depositary receipts for foreign company stocks, are not themselves listed on a U.S. exchange.
Preferred stock is a class of a capital stock that typically pays dividends at a specified rate. The market value of preferred stock generally decreases when interest rates rise and is also affected by the issuer's ability to make payments on the preferred stock. Investments in convertible securities subject the Fund to the risks associated with both fixed-income securities and common stocks. If a convertible security investment’s value is greater than its conversion value, its price will be likely to increase when interest rates fall and decrease when interest rates rise, as with a fixed-income security. The Fund has a limited history of operation, industry concentration risk and regulatory risk. There is no guarantee the Fund will achieve the investment objective. The Fund may not be suitable for all investors.
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