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Home > Financial Services > Mutual Funds > Villere
Villere
The first independent no load mutual fund in New Orleans was launched by Villere & Co. on September 30, 1999 and is now available for investment. The Villere Balanced Fund focuses on long term capital growth, consistent with preservation of capital and a balance of current income. It invests primarily in a mix of equity securities and fixed income obligations. Their commitment to low portfolio turnover is designed to result in tax efficiency as well as long term capital gains. The adviser has contractually agreed to reduce its fees and pay expenses of the fund for an indefinite period to insure that total fund operating expenses will not exceed 1.50 percent.
The shares of the Villere Balanced Fund are currently offered only in the United States and are not registered for sale in any jurisdiction other than the United States. This is not an offer to sell or a solicitation of an offer to buy in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful. The Villere Balanced Fund is distributed by Quasar Distributors, LLC.
The performance data quoted represents no guarantee future results. The investment return and principle value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then their original cost. The current performance of the fund may be lower or higher than the performance quoted. The fund holdings are subject to change and are not recommendations to buy or sell any security. The investments in new public offerings may have a material impact on the Fund's performance.
The Lipper Balanced Index is an equally weighted performance index of the largest qualifying funds in the Lipper Category. The indices are unmanaged and returns include reinvested dividends. The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large cap U.S. stock market performance. The stock index does not incur expenses and is not available for investment.
They look for a low debt to equity ratio, low price to earnings ratio, strong earnings potential and a recognizable quality of earnings in selecting assets. They pay attention to undervalued assets and growth potential unrecognized by the investment community. The company applies their disciplined approach to the search for sustainable growth prospects, those assets which can provide above average returns during periods of market strength and preserve capital during periods of market weakness.
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