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Investment Products


Profit Investment Management (PIM) offers institutional and retail investors the following investment products:

  • The Profit Large Cap Equity: Benchmarked against the Russell 1000 Index and the Russell 1000 Growth Index, the Profit Large Cap Equity composite is our flagship product. The inception date of the Profit Large Cap Equity composite is October 31, 1997.
  • The Profit Small Cap Equity: Benchmarked against the Russell 2000 Index, the small-cap portfolio has outperformed its benchmark by several hundred basis points since inception. The inception date of the Profit Small Cap Equity product is March 31, 2005.
  • The Profit Social Equity: Benchmarked against the Russell 1000 Index, the Profit Social Equity portfolio has outperformed its benchmark since inception. The inception date of the Profit Social Equity product is November 4, 2002.
  • The Profit Fund: The Profit Fund is a retail mutual fund that began on October 31, 1997. The fund utilizes the Profit Investment Management Style and invests in large-cap equities. The ticker symbol for the fund is PVALX. Investors interested in the Profit Fund should call 888.744.2337.



 


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