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Veracity Funds




Mr. Bandi is a Chief Investment Officer for Value Equities and is a principal of the Advisor. He has been with the Advisor since shortly after its formation in 2003. Prior to joining the Advisor, Mr. Bandi was Managing Director of Equity Investments for National City Investment Management Co. from 1998 to 2003.
 
Its portfolio typically consists of 100 to 150 companies at any given point in time. The fund invests in companies that appear to be under priced according to certain financial measurements of their intrinsic worth and or business prospects. Lipper Fund Fact Sheets provide you with the critical information needed to find a fund that fits your investment needs. Using our proprietary Lipper Leaders rating system you can evaluate funds in any of 5 investor-oriented categories. Lipper Fact Sheets also include a fund overview, current and historical performance data, portfolio holdings, and expense information; all designed in a user friendly format that lets you quickly and accurately make your investment choices.
 
The fund's performance is examined for the past 36 months. Any months in which the portfolio's returns were less than those of the 90 Treasury bill are flagged.

The amounts are added by which the fund trailed the Treasury bill return and divides the figure by36, to generate an average monthly underperformance. Morning star does the same for the rating group as a whole, and divides the fund's underperformance by the group's underperformance to arrive at a Morning star Risk score. To assign ratings, Morning star subtracts each fund's Morning star Risk score from its Morning star Return score. This raw number, from highest to lowest, then ranks the funds in each rating group.
 
The investment seeks long term capital growth. The fund normally invests 80 percent of assets in the common stocks of domestic companies with market capitalizations of less than 2 billion dollars at the time of the investment.

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