Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Mutual Funds > Members mutual Funds

Members mutual Funds


Members Balanced Fund is the mutual fund which seeks total return through income and capital appreciation. The fund normally invests at least 60 percent to 40 percent of assets in common stocks, and 40 percent to 60 percent of assets in bonds. Money-market instruments may constitute up to 20 percent  of assets. The allocation of assets may vary depending on management's judgment of the attractiveness of each sector and anticipated cash needs of the fund. It may invest up to 25 percent of assets in foreign securities.
 
Members Mid Cap Value A Mid-Cap Fund seeks long-term capital appreciation. The fund invests primarily in common stocks of midsize and smaller companies (market capitalization of less than $10 billion at the time of purchase), and will under normal market conditions, maintain at least 80 percent of its assets in such securities. The fund diversifies its holdings among various industries and among companies within those industries. The fund may also invest in warrants, preferred stocks, and convertible debt securities and real estate investment trusts. It may invest up to 25 percent of its assets in foreign securities.
 
Members Large Cap Value A investment seeks long-term capital growth; income is secondary. The fund normally invests at least 80 percent of assets in stocks of companies with financial and market strength, and a long-term record of financial performance. It typically invests in securities representing every sector of the S&P 500 in approximately the same weightings as they appear in the index. The fund may also invest in warrants, preferred stocks, and debt securities, including debt rated below investment-grade. It may invest up to 25 percent of assets in foreign securities.
 
Members Large Cap Growth A fund seeks long-term capital appreciation. The fund normally invests at least 80 percent of assets in common stocks. It primarily invests in stocks that the advisor believes have low market price, and selects securities based on the certainty of the companies' future earnings. The fund typically invests in securities representing every sector of the S&P 500 in approximately the same weightings as they appear in the index. It may also invest in warrants, preferred stocks, and convertible debt securities. The fund may invest up to 25 percent of assets in foreign securities.

The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.
 

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

 
 
Infinit-i