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Summit Mutual Funds


Summit Investment Partners Mutual Fund Investments are distributed by Firstar Mutual Fund Services. Summit Investment Partners, LLC (Limited liability Company) and Summit Investment Partners, Inc. are Registered Investment Advisers, located in Cincinnati, Ohio. They will be referred to collectively as Summit Investment Partners or Summit. Summit’s experienced and talented investment professionals manage over 6 billion dollars in investments for insurance companies, pension funds, foundations, endowments and mutual funds.
 
There are three styles of mutual fund Equity Style, Bond Style, Money Market Style.
In Equity Style there are two types of fund first is Summit Nasdaq-100 Index Fund - A Shares and the second is Summit Nasdaq-100 Index Fund - I Shares. The Nasdaq-100 Index Fund seeks investment results that correspond to the total performance of U.S. common stocks, as represented by the Nasdaq-100 Index.: The Nasdaq-100 Index Fund is subject to the risk of an investment portfolio that may be highly concentrated in a particular industry (e.g. technology) and, due to concentration in sectors characterized by relatively higher volatility in price performance, tends to be more volatile when compared to other broad-based stock indexes. The minimum investment initially is 2,000 .
 
The Nasdaq-100 Index Fund seeks investment results that correspond to the total performance of U.S. common stocks, as represented by the Nasdaq-100 Index. The Nasdaq-100 Index Fund is subject to the risk of an investment portfolio that may be highly concentrated in a particular industry (e.g. technology) and, due to concentration in sectors characterized by relatively higher volatility in price performance, tends to be more volatile when compared to other broad-based stock indexes.
 
Managed Funds is also a part of Equity funds. There are two types of Managed funds Summit Everest Fund - A Shares and Summit Everest Fund - I Shares.
 
The Summit Everest Fund - A Shares seeks primarily long-term appreciation of capital, without incurring unduly high risk, by investing primarily in common stocks and other equity securities. Current income is a secondary objective.
 
The Summit Everest Fund - I Shares seeks primarily long-term appreciation of capital, without incurring unduly high risk, by investing primarily in common stocks and other equity securities. Current income is again a secondary objective.
 
With the type of returns the company has shown in the past through it may not be any guarantee for the future performance of the company, the odds are the company will manage similar results in the future too.
 

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