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Home > Financial Services > Mutual Funds > AmeriPrime
AmeriPrime
AmeriPrime is a family mutual fund. A mutual fund is a security that pools money from a number of investors to purchase stocks, bonds, or other securities for its portfolio. As a result, investors typically own a portion of a portfolio that includes many more stocks and bonds than they could afford to purchase individually.
AmeriPrime’s one fund is Capital Value, and other is Globalt Growth Fund. Capital Value is the introduction to financial and market risks that accompany investments in equities. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher unpredictability. In exchange for higher growth potential, investing in stocks of mid-sized companies may entail greater price volatility and less liquidity than investing in stocks of larger companies. From time to time, the stock market may not favor mid-cap securities. Rather, the market could support large or small company stocks, or may not support equities at all. Information about the risks of investing in a specific mutual fund is available in the fund’s prospectus.
Globalt Growth Fund large-growth funds invest in big companies that are projected to grow faster than other large-cap stocks. Most of these funds focus on companies in speedily growing industries. The fund invests in companies that the portfolio managers believe have the potential for rapid growth, which may give the fund a higher risk of price unpredictability and less liquidity than a fund that put emphasis on other styles. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance together with the effects of sales charges, loads, and redemption fees, placing more stress on downward variations and rewarding steady performance.
The top 10 percent of funds in each category receive 5 stars, the next 22.5 percent receive 4 stars, the next 35 percent receive 3 stars, the next 22.5 percent receive 2 stars and the bottom 10 percent receive 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year Morningstar Rating metrics if applicable.
Client satisfaction is the most appropriate measure of their success, and they pride themselves on their high level of communication and service.
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