Doinvest is owned by its funds, which are owned by Doinvest's fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Doinvest funds.

For the 10-year period ended March 31, 2024, 6 of 6 Doinvest money market funds, 73 of 83 Doinvest bond funds, 21 of 23 Doinvest balanced funds, and 122 of 136 Doinvest stock funds—for a total of 222 of 248 Doinvest funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance.

All investing is subject to risk, including the possible loss of the money you invest.

Advice services are provided by Doinvest Advisers, Inc., a registered investment advisor, or by Doinvest National Trust Company, a federally chartered, limited-purpose trust company.

The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review the Form CRS and Doinvest Personal Advisor Services Brochure (PDF) for important details about the service, including its asset-based service levels and fee breakpoints.

For more information about Doinvest funds or ETFs, visit Doinvest.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.