NEWS & UPDATES

Correction Notice – Benchmark Since Inception Performance Numbers

The since inception performance numbers for the benchmark indices used by the Growth Fund and the Balanced Fund for the first and second quarter of 2019 were incorrect in certain marketing materials posted on this website in 2019.

The since inception performance for the first quarter of 2019 was 9.99% and 9.14% for the S&P 500 TR and Composite Indices, respectively. The since inception performance for the second quarter of 2019 was 10.02% and 9.17% for the S&P 500 TR and Composite Indices, respectively. The relevant materials were corrected on the website as of August 29, 2019. We apologize for any inconvenience this may have caused.  As always, we are available to answer your questions via email or calling 651-222-8478.

 

Performance data quoted represents past performance and does not guarantee future results.