The investment seeks to provide investors with a high long-term total return, consistent with the preservation of capital and maintenance of liquidity. The fund normally invests at least 65% of its total assets in the common stocks of established, larger capitalization companies (that is, companies having a market capitalization exceeding $10 billion at the time of purchase). The adviser expects to invest a portion of its assets in stocks currently paying dividends, although it may buy stocks that are not paying dividends but offer prospects for growth of capital or future income.
Fund filings (PDF) »
Eugene Profit (Started: Oct 31, 1997)
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Profit Funds Investment, 8720 Georgia Avenue Suite 808, Silver Spring, MD 20910, United States