Products
Profit Investment Management (PIM) offers institutional and retail investors the following investment products:
| Fund | Overview |
|---|---|
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 - PVALX |
The Profit Fund is a retail mutual fund that was established in October 1997. The investment category for the Profit Fund is Large Cap Growth and the benchmark is the S&P 500 Index. The Profit Fund is distributed by Ultimus Fund Distributor, LLC. (888/744-2337). If you would like more information about the Profit Fund please email info@profitfunds.com. |
The Profit Opportunity Fund - PROFX |
The Profit Opportunity Fund is a retail mutual fund that was established in December 2010. The investment category for the Profit Opportunity Fund is Small Cap Growth and the benchmark is the Russell 2000 Index. The Profit Opportunity Fund is distributed by Ultimus Fund Distributor, LLC. (888/744-2337). If you would like more information about the Profit Opportunity Fund please email info@profitfunds.com. |
Interested in learning more about our funds? Below, you'll find a prospectus, annual report and other documents that may assist you.
| Resources | Download |
|---|---|
Profit Funds Investment Trust Prospectus |
Download The Profit Fund Family Prospectus |
Profit Funds Investment Trust Account Application: Nonretirement |
Download The Profit Fund Family Account Application: Nonretirement |
Profit Funds Investment Trust Account Application: IRA |
Download The Profit Fund Family Account Application: IRA |
Profit Funds Investment Trust Account Application: Roth IRA |
Download The Profit Funds Investment Trust Account Application: Roth IRA |
Profit Funds Investment Trust Statement of Additional Information |
Download The Profit Fund Family Statement of Additional Information |
The Profit Fund Annual Report |
Download The Profit Fund Annual Report |
The Profit Fund Semi-Annual Report |
Download The Profit Fund Semi-Annual Report |
The Profit Fund XBRL FileXBRL Files : eXtensible Business Reporting Language |
Download The Profit Fund XBRL File |
Investors interested in our funds should call 888.744.2337. The mutual funds referred to on this website are offered are sold only to US citizens and are offered by prospectus only. The prospectuses contain more complete information about the funds, including charges, fees and expenses, and should be read carefully before investing.
