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50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

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5000 Pennell Road, Aston, PA 19014 610-364-7800

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135 City Ave., Bala Cynwyd, PA 19004 610-664-6293

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599 Skippack Pike, Blue Bell, PA 19422 215-646-9102

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3218 Edgmont Ave., Brookhaven, PA 19015 610-876-6293

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Bryn Mawr, PA 19010 610-581-4839
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multi cap logo

The BMT Multi-Cap Fund (the “Fund”) is a broadly diversified mutual fund focused on equity investments. It offers daily pricing and seeks to provide liquidity.

Bryn Mawr Trust created the Fund as part of an initiative to streamline our investment process and better serve clients across the Wealth Management Division.

The Fund is a series trust under BMT Investment Funds and is managed by BMT Investment Advisers, a subsidiary of Bryn Mawr Bank Corporation. Please refer to the prospectus for more information.

Prospectus

View the prospectus for the BMT Multi-Cap Fund. The prospectus contains details on the Fund’s objectives, investment strategies, risks, performance, distribution policy, fees and expenses, and fund management.

Download PDF

Fact Sheet

View the mutual fund fact sheet, which provides a basic overview of the BMT Multi-Cap Fund.

Download PDF

SAI

View the Statement of Additional Information (“SAI”), which supplements the prospectus. It contains additional information about the BMT Multi-Cap Fund and additional disclosures about its operations.

Download PDF

Proxy Voting

View Form N-PX, a form completed by registered management investment companies and filed with the Securities and Exchange Commission. It reports the BMT Multi-Cap Fund’s proxy voting record for each 12-month period, ending on June 30 of each year.

Coming Soon

The interactive data filings below are accessible to users with XBRL readers. They include data with XBRL tags, which allow for efficient data processing and sharing.

Mutual Funds: (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the possible loss of principal.

The BMT Multi-Cap Fund (the “Fund”) invests in mid-cap and small-cap companies, which involves additional risks, such as limited liquidity and greater volatility. The Fund may invest in debt securities, which typically decrease in value when interest rates rise. The Fund may invest in other investment companies; to the extent it does so, an investor will indirectly bear the principal risks and its share of the fees and expenses of the underlying investment companies.

Diversification does not assure a profit or protect against loss.

Carefully consider the Fund’s investment objectives, strategies, risks, charges, and expenses before investing or sending money. The prospectus contains this and other information about the BMT Multi-Cap Fund and can be obtained by clicking here or calling 866.268.4701.

The BMT Multi-Cap Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy, or an offer to sell, shares of the BMT Multi-Cap Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

BMT Investment Advisers, a subsidiary of Bryn Mawr Bank Corporation, is the advisor to the BMT Multi-Cap Fund. The BMT Multi-Cap Fund is distributed by Quasar Distributors, LLC. Bryn Mawr Bank Corporation and Quasar Distributors, LLC are independent entities.

Bryn Mawr Trust Wealth Management provides products and services through Bryn Mawr Bank Corporation and its various affiliates and subsidiaries. Bryn Mawr Trust and its affiliates, subsidiaries, and vendors do not provide legal, tax, or accounting advice. Please consult your legal, tax, or accounting advisors to determine how this information may apply to your own situation.

© 2017 Bryn Mawr Bank Corporation