USA MUTUALS

The legacy of USA Mutuals is, and will continue to be, rooted in the satisfaction of the thousands of investors we’ve had the privilege to serve. Their expectations are our expectations. Their success is our success. Yes, it can, and should be, that simple
Our simple mandate: Create an environment in which the company’s goals and expectations are truly aligned with our investors.
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Forbes Tag

USA Mutuals / Posts tagged "Forbes"

WHAT REPLACING JEFF SESSIONS AS AG MEANS FOR MARIJUANA LEGALIZATION

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
November 28, 2018

The recent resignation of Attorney General Jeff Sessions has many marijuana legalization advocated worried for the future of the industry. Read this article by Jordan Waldrep of USA Mutuals for his opinion on the development and what it means for the industry. For information about the Vice Fund including top ten holdings, click here. The Fund will concentrate its net assets in industries that have significant barriers to entry including the alcoholic beverages, tobacco, gaming and defense/aerospace industries. The Fund may...

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WHY THE MAKER OF MARLBORO CIGARETTES JUST QUIT PART OF THE VAPE MARKET

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
November 12, 2018

In the decade since the 2008 split that broke Phillip Morris into Alrtia, the US cigarette market has spent much time facing the same long term problem: Fewer smokers are buying fewer cigarettes. In the same decade, vaping has become the fastest growing product in the smoking space, with big tobacco companies rushing to establish themselves. On October 25th Altria announced that they would discontinue most of their flavored e-cigarettes and support a new 21-year-old age limit for tobacco and...

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HOW CANNABIS PROHIBITION HAS MADE MARIJUANA MORE DANGEROUS

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
October 30, 2018

Many arguments against legalizing cannabis lean heavily on the idea that Marijuana is a powerful psychosis-inducing drug. However, the truth may be more significantly more nuanced than the previously mentioned argument lets on. Learn more about the science and and law behind the controversy in this Forbes article written by Jordan Waldrep. READ FULL ARTICLE...

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WHY YOU SHOULD NOT IGNORE TOBACCO STOCKS ANYMORE

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
October 16, 2018

Though tobacco consumption has been declining over the past 60 years, it may still be worth your while to invest in. With new products entering the market—vaping and heat-not-burn products—a resurgence in nicotine consumption may be coming. Especially since these new products are potentially safer alternatives to smoking. READ FULL ARTICLE...

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HOW THE BOURBON TRAIL REFLECTS THE MODERN BOURBON MARKET

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
October 16, 2018

Since 2010, consumer’s demand for bourbon has skyrocketed, and the number of distilleries listed on the Bourbon Trail has almost doubled in just the past eight years. From the family-owned businesses that date back to prohibition to the newly established distilleries, there’s plenty of bourbon to go around. READ FULL ARTICLE...

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How Medical Marijuana Is Opening The Door To Recreational Cannabis

by USA Mutuals News Share
Articles, Forbes, Jordan Waldrep, Vice Funds
September 24, 2018

On October 17, 2018, Canada will become the first G-7 Country to allow citizens to consume recreational marijuana. This is the fulfillment of a campaign promise of Prime Minister Justin Trudeau as well as the culmination of the cultural normalization of cannabis that has been ongoing since medical marijuana was approved in 2002. While this is a tremendous event for the cannabis industry in Canada, it is by no means the end of the story and it is fair to...

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USA MUTUALS
Built on a steadfast foundation of progressive investment theory, our philosophy endeavors to meet the goals of our investors in any economic cycle. Perpetually striving to transform clearly defined expectations into successful and measurable results is the bedrock of our organization.
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USA Mutuals c/o U.S. Bancorp Fund Services, LLC | 615 Michigan Street, Third Floor Milwaukee, WI 53202 | Phone: 866-264-8783

The USA MUTUALS Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any USA MUTUALS Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783.

Mutual fund investing involves risk; principal loss is possible. The risks associated with an investment in a Fund can increase during times of significant market volatility. Remember, in addition to possibly not achieving your investment goals, you could lose all or a portion of your investment in the Fund over long or even short periods of time. Certain stocks selected for a Fund’s portfolio may decline in value more than the overall stock market. Investments are subject to market risk, which may cause the value of the Fund’s investment to decline. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Investment strategies employed for a Fund may not result in an increase in the value of your investment or in overall performance equal to other investments. The Funds may use leverage, invest in derivatives and sell securities short. Leveraging may exaggerate the effect on net asset value of any increase or decrease in the market value of a Fund’s portfolio. Investing in derivatives may subject the Fund to losses if the derivatives do not perform as expected. Short sales involve selling a security that a Fund borrows and does not own. Short sales carry significant risk, including the risk of loss if the value of a security sold short increases prior to the scheduled delivery date, since a Fund must pay more for the security than it has received from the purchaser in the short sale. Futures contracts are subject to the same risks as the underlying investments that they represent, but also may involve risks different from, and possibly greater than, the risks associated with investing directly in the underlying investments. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. This risk increases with emerging markets. Small and mid-size companies involve additional risks such as limited liquidity and greater volatility.

The USA Mutuals Funds are distributed by Compass Distributors, LLC.

The Barrier Fund name was changed to the Vice Fund on October 1, 2016.

Past performance does not guarantee future results.

Alpha is a measure of performance on a risk-adjusted basis. Correlation is a statistic that measures the degree to which two securities move in relation to each other.