Should I use the ETF or Mutual Fund Series of the Funds?

How to Invest with Purpose

At Purpose, our focus is on strategy not structure, which is why we offer all of our strategies in both ETF and Mutual Fund form. Both structures offer investors access to the same great strategies, tax-efficiencies, and transparency, but are designed to fit with the different investor types.

WHEN TO USE EITHER SERIES

ETF SERIES

ETFs are ideal for investors working with advisors on a fee-based account or commission account basis or for investors who invest on their own using an online brokerage.

MUTUAL FUNDS

The Mutual Fund Series’ of the Purpose Funds are issued from the exact same fund as the ETF, but the key difference is that rather than being purchased and sold on the stock exchange, all purchases and redemptions are done through FundSERV using the end of day Net Asset Value (“NAV”). The F Series of our funds are meant for investors working with a advisor within a Fee based account structure and are offered at the exact same management fee as the ETF Series, therefore long term returns will be exactly in line with the ETF Series. The A Series of our funds have the difference of the trailer fee in the management fee, which is paid to your advisor for providing advice.

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