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Al Frank


The Al Frank Funds was established in January 1998 and September 2004, are no-load mutual funds for investors seeking a professionally managed, diversified way to invest for long-term growth of capital. John Buckingham, Chief Portfolio Manager, adheres to the strategy of buying undervalued stocks and patiently waiting for the right time to sell. "Buy Low, Hold, & Sell High" is the basic practice.

Dividend paying stocks have historically performed differently than non-dividend paying stocks. Al Frank’s special research report, the value of dividends, shows how dividend paying stocks may provide higher returns and lower risk than stocks that do not pay a regular dividend.

Past performance is not predictive of future results and it assumes reinvestment of dividends and capital gains. Small company investing may involve greater volatility, limited liquidity and other risks. The value of the fund fluctuates so that an investor's shares may be worth more or less than the original investment when redeemed. The Al Frank Fund is now trading and reported as a "no-load" fund effective November 18, 2002. From October 2, 2000 to November 16, 2002, the Fund charged a 5.50 percent sales load.

The investment seeks growth of capital. The fund normally invests in equity securities that the advisor believes to be out of favor and undervalued. It invests in companies that are trading at low fundamental valuations relative to how the advisor thinks they will be worth over the next five years. The advisor then holds that security until it believes it has reached a fair value. To select securities, the advisor first screens a universe of over 6,000 stocks to identify those with low multiples of earnings, book value, cash flow, and revenue. It then uses technical analysis to determine when the securities market is under or overvalued, and buys or sells accordingly. The fund may engage in leveraging and selling securities short.
 
The Al Frank Dividend Value Fund seeks capital appreciation; income from dividend paying stocks is a secondary consideration. The fund invests at least 80 percent of its assets in equity securities, primarily equity securities that pay dividends. The fund invests in larger, well-established companies, as well as smaller companies. Equity securities investments include common stocks and securities with characteristics of common stocks, such as preferred stocks, and convertible stocks.

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