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Home > Financial Services > Mutual Funds > Boyle Marathon Fund
Boyle Marathon Fund
Boyle Marathon Fund seeks long-term growth of capital, income is secondary. The fund primarily invests in companies whose revenues and earnings are likely to grow faster than the economy as a whole, offering above-average prospects for capital appreciation and only a secondary emphasis on dividend income. It is nondiversified.
The fund normally invests at least 90 percent of assets in common stock. It invests mainly in securities of companies in the technology, pharmaceuticals, financial services and retail fields. The objectives of the fund are no Load Mutual Fund the initial investment is five hundred dollars. The long-term growth of capital; invest in companies that will be growing faster than the overall economy over 3 to 5 years. They can invest in any sector of the economy; primary focus on financials, retailers, health care, and technology. The percentage of investment goes up to twenty five percent in one issue and up to 100 percent in one sector. They are also investing in large, midsize, or small companies without restriction. It helps their shareholders avoid paying taxes through minimizing dividends and distributions; no taxable dividends or distributions in the last 5 years and 7 of the last 8 years.
Portfolio Managers have a large personal investment in the Fund and same managers since inception Feb. 1997 with constant communication with shareholders. Any information related to the shareholders is not shared with anyone. There is no late trading permitted, no market timing permitted, no soft dollars, no directed brokerage, and no 12b-1 fees.
Their performance when reviewed is plus 24 percent in 2003, plus 5 percent in 2004, and plus 6.6percent in 2005. There is no sales charge, no deferred sales charge, no redemption fee and no charge to reinvest dividends, and no 12b-1 fee.
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