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Simplified Prospectus May 23, 2017Class B Units, Class D Units, Class F Units and Class I Units (unless otherwise noted) of: Betel Goodman Balanced Fund Betel Goodman Canadian Equity Fund Betel Goodman

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What is class b units class?

Class B units are a type of mutual fund unit that typically have a higher expense ratio and may have sales charges.

Who is required to file class b units class?

Investors who hold class B units in a mutual fund are required to report any income or capital gains earned from these units.

How to fill out class b units class?

Class B units are typically reported on Schedule B of the IRS Form 1040.

What is the purpose of class b units class?

The purpose of class B units is to provide investors with a choice of how they want to pay their fees and expenses in a mutual fund.

What information must be reported on class b units class?

Investors must report any dividends, interest, or capital gains earned from class B units on their tax returns.

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