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The
Fund's expense ratio is 1%.
The
Fund imposes a 2.00% redemption fee on shares redeemed within 60
days. Performance data does not reflect the redemption fee.
If it had, returns would be lower. Performance information quoted above represents past performance. Past performance does not guarantee future results. The 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. The above chart assumes reinvestment of
dividends and capital gains, but does not reflect the effect of
any applicable sales charge of redemption fees. This chart
does not imply any future performance. Current performance may be higher or lower
than the performance information quoted above. Any questions
you may have including month-end performance can be answered by
calling shareholder services at 866-202-2263.
The index used for comparative purposes herein is included only as
an indication of the general state of the markets in which
Fairholme invests. The S&P 500 Index is a broad based
measurement of changes in stock market conditions based on the
average performance of 500 widely held common stocks. The
Fairholme Fund, however, holds considerable fewer than 500
different securities. Furthermore, securities purchased by
The Fund on behalf of its clients may or may not be the securities
which comprise the S&P 500. The index is for comparative
purposes only; it is not meant to be indicative of The Fund’s
performance, asset composition or volatility. Given the wide
scope of securities held by S&P 500, it should be inherently
less volatile. Our results may differ markedly from those of the
S&P 500 in either up or down market trends. The performance of
the S&P 500 is shown with all dividends reinvested into the
index and does not reflect any reduction in performance for the
effects of transaction costs or management fees. An
investment cannot be made in an index.
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