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Home > Financial Services > Mutual Funds > Primary Trend
Primary Trend
In September 15, 1986 the Primary Trend Fund began its operations. The Primary Income Fund began its operations September 1, 1989. As of March 31, 2001, Arnold Investment Counsel was reimbursing the Income Fund for all expenses exceeding 1.00 percent of its average daily net assets. Yields will vary and the yield for a past period is not necessarily representative of future yield. The Funds’ yields are not guaranteed, nor are their principle insured. Their funds are available for sale only in the following states like CA, CO, DC, FL, GA, HI, IL, IN, MI, MN, NJ, NY, OH, PA, TX, UT, WA and WI. Additionally the fund can be sold in AZ, OR and IA whereas the Primary Income Fund is not available in those two states. The Primary Trend Funds are consistently ranked as a Lipper Leader.
The Primary Trend Fund and the The Primary Income Fund are managed by Arnold Investment Counsel Inc. a Milwaukee-based investment adviser known for its conservative, low-risk, value oriented investment philosophy.
The funds pledge to provide a high level of shareholder communication. Shareholders in the funds receive monthly The Primary Trend investment newsletter at no charge. These funds provide returns in excess of the inflation rate as measured by the Consumer Price Index and returns in excess of the rates of return available on 90-day U.S. Treasury bills. The Primary Trend Fund provide returns in excess of the total returns produced by the popular stock market averages such as the Dow Jones Industrial Average and the Standard & Poor’s 500 Stock Index.
The Primary Trend has been published without interruption since 1979. They do not disclose any non public personal information about their current or former shareholders to anyone except as permitted by law. They maintain physical electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. In the event that you hold shares of the Fund through a financial intermediary including but not limited to a broker-dealer bank or trust company the privacy policy of your financial intermediary may govern how your nonpublic personal information would be shared with nonaffiliated third parties.
These funds are 100 percent no-load funds with no sales commissions no redemption charges and no distribution fees.
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