3D Printing and Technology Fund Now Available on Schwab Platform, Other Distribution Channels | Business Wire
NEW YORK–(BUSINESS WIRE)–3D Printing and Technology Fund today announced that its Investor Class
(TDPNX) shares are available for purchase on Charles Schwab’s online
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. Entered into Dealer Agreements with. Apex Clearing
Corporation, BB&T Securities, COR Clearing, Duncan-Williams Inc,
optionsXpress, Pershing Adviser Solutions. Wedbush Securities.
Multiple other Dealer Agreements are in process.
“We're 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. 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
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's
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's a BA from Columbia College and MA and Ph.D. from Columbia
University. He's founder of the Inside 3D Printing trade shows that
take place in the United States and in several countries around the
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's a BS in finance from the
McDonough School of Business, Georgetown University.
For Additional Information Contact: firstname.lastname@example.org,
For Investment Information About The Fund Contact:
3D Printing and Technology Fund (http://www.3dpfund.com)
(Investor Class) TDPNX. CUSIP: 69011Y404, Minimum
(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. 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, aren't themselves listed on a U.S.
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.
Foreside Fund Services, LLC, distributor.