|
Industry Leaders Fund is a large-cap, no-load mutual fund with a real difference. Quite simply, what we are “doing right” is following the proprietarily weighted Industry Leaders® Portfolio Strategy, a patented equity portfolio allocation process developed by Claremont® Investment Partners* US Patent No. 7,107,229 B1.
The Industry Leaders®Portfolio Strategy • US Patent No. 7,107,229 B1
A Disciplined and Unique Approach to Investing
The Portfolio Strategy seeks to minimize risk in the following ways:
Portfolio Risk
• Portfolio is diversified among 45 to 60 industries
• Maximum position size is 2.5% at time of purchase
• Portfolio allocations are updated monthly
Industry Risk
• Industries that lack companies that meet our criteria for financial strength are eliminated
Company Risk
• Do not invest in industry laggards
• Do not invest in companies whose debt carries less than an “A” rating
• For companies that do not carry debt, inclusion is determined by a proprietary synthetic rating
The Portfolio Strategy sells a security:
• When its industry no longer meets the financial strength criteria
• When a company fails to meet the financial strength criteria
• When an Industry Leader is overtaken by a competitor
The Portfolio Strategy rebalances monthly:
• Allows for Industry Leaders® review
• Updates industry and company common shareholder’s equity and debt quality
• Buys weakness and sells strength
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 brochure, 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.
|
