Vista Capital Appreciation Fund launches, seeks long-term growth

By Toni Weeks

San Diego, Dec. 30 - Vista Research and Management announced the launch of the Vista Capital Appreciation Fund, according to an N-1A filing with the Securities and Exchange Commission.

The fund seeks long-term capital appreciation and will invest primarily in equity securities of U.S. and foreign companies with potential for long-term growth.

The fund's class A shares will trade under the symbol "VRMAX," and the class C shares will trade under the symbol "VRMCX."

The portfolio managers will be Albert J. Meyer and William "Dusty" Culbertson.

Only class A shares carry a sales charge, which will be 5.75%, and a deferred sales charge, which will be 1%. Both share classes will impose a redemption fee of 2% of the amounts redeemed within 30 days of purchase.

Management fees will be 1.25% for each share class. Including other expenses and fees and taking into account a fee waiver agreement with the adviser, total annual fund operating expenses will be 2.27% for class A shares and 3.02% for class C shares.

The fund's investment adviser will be Greenwich, Conn.-based Vista Research and Management, LLC.

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