Mutual Fund Overview
The Profit Fund will invest at least 65% of its total assets in common stocks of established, large capitalization companies. The Fund expects to invest a portion of its assets for growth of capital or future income. Although the Fund invests primarily in common stock, the Fund may also invest in securities convertible into common stock (such as convertible bonds, convertible preferred stocks and warrants). The Fund’s investments in convertible securities will be rated at the time of purchase in the four highest rating categories assigned by Moody’s Investors Services, Inc., or Standard & Poor’s Rating Group.
For additional information regarding our funds, including the objectives, risks and investment strategies, please read Prospectus found in the Literature section of this website.
As with any mutual fund, there is a risk that you could lose money by investing in the Fund. The Fund is not intended to be a complete investment program and there is no assurance that the Fund will achieve its investment objectives. Please consider the charges, risks, expenses and investment objective, carefully, before investing. Please read the prospectus carefully before you invest or send money.
The Funds are distributed by Ultimus Fund Distributors, LLC.