|
|
 |
| |
|
Home > Financial Services > Mutual Funds > Pearl
Pearl
Pearl Total Return Fundis a fund of funds that invests in shares of registered investment companies, including mutual funds and closed-end funds.
The Fund’s investments in most mutual funds are generally large enough to take advantage of sales load waivers on large purchases. The fund also holds shares of some mutual funds that are now closed to most new investors.
Pearl Total Return Fund seeks to limit risks and preserve capital; it often takes a partial defensive position, investing up to 20 percent of net assets in money market, bond, and other fixed-income mutual funds. It holds equity mutual funds with value, growth, or blend investment styles and funds with small-cap, mid-cap, or large-cap investment styles. The allocation among mutual funds using these various investment styles may vary greatly depending upon management's assessment of the stock markets. The Fund may hold mutual funds that invest in foreign securities and emerging markets securities. Pearl Total Return Fund is no-load, no sales charge or commission, no redemption fee.
Pearl Aggressive Growth Fund is a fund of funds that invests in shares of registered investment companies, including mutual funds and closed-end funds. This fund's investment objective is to seek long-term aggressive growth of capital. It seeks to achieve its objective by being fully invested in equity mutual funds. This fund almost never takes a temporary defensive position, although it has the ability to do so if management determines that extreme circumstances exist. The fund is no-load, no sales charge or commission and no redemption fee like the Pearl Total Return Fund.
The Fund's investment objective is to seek long-term total return.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Mutual Funds
|
|
|
|
|
|
|