Ranked in the Top 20% of Large
Cap US Equity Index Funds for the past 5 Years
(Bloomberg) - Ticker ILFIX
Rankings through June 30, 2008
is a large-cap, no-load mutual fund with a real difference. Quite simply, what we are “doing right” is following the fundamentally weighted Industry Leaders® Portfolio Strategy, a patented equity portfolio allocation process developed by Claremont® Investment Partners* US Patent No. 7,107,229 B1.
Available for both investor (ILFIX) and Institutional (ILFLX) investors, the low-fee Industry Leaders® Fund has an expense ratio in the bottom 20% of large cap equity mutual funds.Where to Buy
On this site you can learn more about what makes the Industry Leaders® Fund so different…study our Fund's performance history…find out how you can invest…or simply download our prospectus, annual/semiannual report and application forms to get started right away.Where to Buy
Not an Offer to Sell or Solicitation to Buy. Please see Terms & Conditions for complete information. Prospectus must be read before investment may be considered.
*Past performance is no guarantee of future results and investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Total return includes reinvestment of dividends and capital gains. Please read Prospectus and speak to an investment adviser before considering an investment. Equity mutual funds are risky securities, and are only suitable for investors who understand the risks inherent in equity mutual funds.
