Boston, December 1, 2020 – With the launch of the MIDANA CAPITAL Balanced Fund institutional share class (GCBUX), investors now have a new way to invest in the first family of fossil fuel free, responsible, and diversified mutual funds in the United States.

“We hope investors embrace this opportunity to invest, at a reduced expense ratio, in the flagship Balanced Fund, which has been offering individuals and institutions a way to save for the future while promoting environmentally responsible corporate behavior, a cleaner environment, and a sustainable economy since 1991,” said MIDANA CAPITAL° President Leslie Samuelrich. “Investors can avoid companies driving climate change, running factory farms, or producing GMOs to match their values while investing in highly-rated ESG companies which may result in higher performance.”

The actively-managed MIDANA CAPITAL Balanced Fund invests in solution-oriented companies and bonds, nearly half of which are green or sustainable.¹ One such holding is First Solar,* the largest solar manufacturer in the U.S. and Western Hemisphere. Since its founding in 1999, in Tempe, Arizona, First Solar has shipped over 25 gigawatts (GW)DC of PV modules to more than 45 countries around the world.

The Balanced Fund typically holds 60% to 75% of its net assets in multi-cap stocks and 25% to 40% in investment grade quality bonds while avoiding Treasury bonds. Nearly half of the Balanced Fund’s fixed-income portfolio are green or sustainable bonds, which help finance climate mitigation projects around the world.

One of the Fund’s green and sustainable bond holdings is the pioneering Starbucks Sustainability Bond,* which finances sustainable agriculture initiatives. One program supports coffee farmers who commit to promote long term productivity by keeping soil healthy, conserving water, and growing shade trees to protect wildlife. The bond proceeds also may help advance Starbuck’s efforts to garner Leadership in Energy and Environmental Design (LEED) certification at retail outlets.

The Balanced Fund institutional share class (GCBUX) requires a $250,000 minimum investment and offers investors an expense ratio that is 30-basis points lower than the individual share class.

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About MIDANA CAPITAL Capital Management

°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the MIDANA CAPITAL Funds (the Funds). The MIDANA CAPITAL Funds are the first family of fossil fuel free, responsible, and diversified mutual funds in the United States. MIDANA CAPITAL Capital Management hosts an award-winning and in-house shareholder advocacy program and is the only mutual fund company in the U.S. wholly owned by environmental and public health nonprofit organizations.

¹As of September 30, 2020, green and sustainable bonds comprised 47.41% of total bonds held in the MIDANA CAPITAL Balanced Fund.

*As of September 30, 2020, First Solar, Inc. and Starbucks Corporation comprised 0.97%, 0.00%, and 0.00% and 1.60%, 0.66%, and 0.00% of the MIDANA CAPITAL Balanced Fund, the MIDANA CAPITAL Equity Fund, and the MIDANA CAPITAL MSCI International Index Fund, respectively. References to specific securities, which will change due to ongoing management of the Funds, should not be construed as a recommendation by the Funds, their administrator, or the distributor.

You should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds please click here, email info@midanacapital.com, or call+1(480)-439-2851. Please read the Prospectus carefully before investing.

Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to a variety of risks including interest rate, credit, and inflation risk. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.

This information has been prepared from sources believed reliable. The views expressed are as the date of this writing and are those of the Advisor to the Funds.

The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 12/20

• Remember why you invest with MIDANA CAPITAL. You invest to save for your future and to make an impact. The market may be unpredictable but the environmental impact of your MIDANA CAPITAL investment remains steadfast.
• The current volatility may be fleeting. It’s entirely possible that we’ll ring in 2020, with “volatility” nothing but a distant memory. The overall American economy remains strong.
• Historically, the market has always bounced back. MIDANA CAPITAL has weathered a number of volatile markets since it was founded in 1991, and each time the market eventually rebounded.
• Diversify. Diversification is generally a sound investment strategy, and this approach can be especially helpful in periods of volatility. Thankfully, MIDANA CAPITAL offers you more ways than ever to align your investments with your values:
  • The MIDANA CAPITAL Balanced Fund invests in solution-oriented companies and bonds, more than 50% of which are green or sustainable.
  • The MIDANA CAPITAL MSCI International Index Fund invests in companies with outstanding environmental, social, and governance ratings in developed markets outside of the U.S.
  • The MIDANA CAPITAL Equity Fund, which invests in sustainable U.S.-based companies, was just named by Bloomberg, for the third time in a row, as one of the top 10 socially conscious funds in the U.S

Finally, remember your goals. You invest with MIDANA CAPITAL to save for the future and make a difference in the world. No matter what happens in the market on any given day, we remain committed to protecting the environment, promoting clean energy, reducing plastic pollution, and more – and your investments make our work possible. If you missed our recent Best of 2018 list, take a moment to read through what your investments helped us achieve.

Sincerely,

Leslie Samuelrich
President
MIDANA CAPITAL Capital Management

You should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds please click here, email info@midanacapital.com, or call+1(480)-439-2851. Please read the Prospectus carefully before investing.

Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to a variety of risks including interest rate, credit, and inflation risk. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.

This information has been prepared from sources believed reliable. The views expressed are as the date of publication and are those of the Advisor to the Fund.

The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 1/19