We currently offer 10 different no-load mutual funds representing a full range of capitalization size and growth and income options.
While the funds are no-load, management and other expenses still apply. Please refer to the prospectus for further details.
Our income funds seek to generate current income, with long-term growth of capital as a secondary objective principally by investing in securities that offer dividends or interest payments.
Domestic Equity Funds
Our domestic equity funds seek long-term growth of capital by principally investing in equity securities of U.S. based companies.
(As of 3/31/17)
Total Assets $85.4 M
Expense Ratio 1.48%
Benchmark Russell 2000 Growth
International Equity Funds
Our international equity fund seeks long-term growth of capital by principally investing in equity securities consisting of non-U.S. based companies.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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