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  • Top 1%

    out of 1000+ large cap blend funds (1)

  • $100

    minimum to open an account

  • Top Rating

    Morningstar highest rating for sustainability (2)

100% Fossil Fuel Free

24.06%
Redwood Fund (REDWX)
16.23%
S&P 500
Performance returns and rankings referenced above
are based on one year returns as of 08/31/2017
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Past performance is not a guarantee of future results. Investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain more current performance data regarding the Fund, including performance data current to the Fund’s most recent month-end, please visit aspiration.com or call the Fund at (800) 683-8529. Fee waivers and expenses reimbursements have positively impacted Fund performance.

1/The fund received the top 1% ranking from Morningstar based on a comparison of 1,350 funds within Morningstar’s Large Blend category. The fund’s rating was based on one year total return performance from 31-August-2016 to 31-August-2017. The Large Blend category is comprised of US-based companies with a market capitalization of $10 billion or more.
2/The fund received five out of five globes and a High sustainability rating by Morningstar as of 31-July -2017, which is the most recent ranking information available. The rating is within the Morningstar Large Blend category based on a comparison of 1,350 funds for the one year period ending July 31, 2017, which is the most recent ranking information available. Sustainalytics provides company-level analysis in the calculation of Morningstar’s Sustainability Score based on information provided in the fund prospectus.

One year performance returns and rankings referenced above are based on one year total return ending 31-March-2017 without assuming the maximum Pay What is Fair contribution. For more details, please refer to the important disclosures below.

Average Annual Total Returns (Unaudited) Period ended June 30, 2017 Three Months Six Months One Year Since Inception* Net Expense Ratio** Gross Expense Ratio
Aspiration Redwood Fund - Without maximum assumed contribution reduction*** 3.00% 12.64% 29.07% 15.59% 0.50% 1.81%
Aspiration Redwood Fund - With maximum assumed contribution reduction*** 1.00% 10.64% 27.07% 13.59% 0.50% 1.81%
S&P 500 Total Return Index 3.09% 9.34% 17.90% 13.16% N/A N/A


*The Fund’s inception date was November 16, 2015 for the Investor Class Shares.

**The Advisor has entered into a contractual agreement (the “Expense Limitation Agreement”) with the Trust, on behalf of the Fund, under which it has agreed to waive or reduce its fees and to assume other expenses of the Fund, if necessary, in amounts that limit the Fund’s total operating expenses (exclusive of interest, taxes, brokerage commissions, borrowing costs, fees and expenses of other investment companies in which the Fund invests, and other expenditures which are capitalized in accordance with generally accepted accounting principles, and other extraordinary expenses not incurred in the ordinary course of the Fund’s business) to not more than 0.50% of the average daily net assets of the Fund for the current fiscal period. The current term of the Expense Limitation Agreement remains in effect until January 31, 2018. While there can be no assurance that the Expense Limitation Agreement will continue after that date, it is expected to continue from year-to-year thereafter.

***Contribution reduction assumes a maximum 2% management fee.

An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Market Risk, Management Risk, Derivatives Risk, Futures Risk, Leverage Risk Associated with Financial Instruments, Focused Investment Risk, Foreign Investing Risk, Limited Capitalization Risk, Temporary Defensive Positions, New Fund Risk. The use of futures contracts may cause the value of the Fund’s shares to be more volatile. There is a risk that investing in a select group of securities could subject the fund to greater risk of loss and could be considerably more volatile than the fund’s primary benchmark or other mutual funds that are diversified across a greater number of securities. More information about these risks can be found in the Fund’s prospectus.

An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at funds.aspiration.com or by calling Shareholder Services at 800-683-8529. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Aspiration Fund Adviser, LLC is the adviser to the Aspiration Redwood Fund, which is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609, (800) 773-3863. There is no affiliation between Aspiration Fund Adviser, LLC, including its principals, and Capital Investment Group, Inc.

Serial Number RCASP0217003

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