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Stratton

Stratton Management Company is an investment management firm that specializes in equity management of assets for institutions, pensions, endowments and high net worth individuals. Since the company began in 1972, they have grown steadily by cultivating a clientele that values the personal hands on approach that Stratton provides.

For 30 years, Stratton Management Company has been offering 100 percent no-load equity mutual funds to individual and institutional investors. Stratton’s' Mutual Funds are no-load which means you pay no sales charges or commissions when you purchase shares of the Funds. However, there are certain fees and expenses associated with the overall management and maintenance of the Funds.

Stratton Growth Fund seeks long-term growth of capital and as a secondary objective, it seeks current income from interest and dividends. Stratton Growth Fund may be for investors who desire an investment that focuses on growth and income and are investing for retirement or other long-term goals.

Stratton Growth Fund seeks growth of capital and secondarily current income. The fund normally invests in common stocks and convertible securities. Management continuously reviews both individual securities and relevant economic and social conditions to produce an overall portfolio that emphasizes capital appreciation.

Stratton Monthly Dividend REIT investment seeks return from dividend and interest income. The fund normally invests at least 80 percent of assets in common stock and securities convertible into or exchangeable for common stock. It maintains at least 25 percent of assets in securities of real estate investment trusts, however it intends to invest at least 65 percent of assets in REIT. Management selects securities by using fundamental analysis of individual companies as well as relevant economic and social conditions.

Stratton Small-Cap Value Fund may be for investors who desire an investment that focuses on capital appreciation are willing to accept more market risk in return for the potentially higher returns that may come from investing in small-cap companies and are investing for retirement or other long-term goals.

The investment seeks dividend income and capital appreciation. The fund normally invests at least 65 percent of assets in small-capitalization companies. These companies typically have at the time of investment market caps of less than 500 million dollars. These companies also generally pay quarterly dividends at an above-average rate. The fund usually invests at least 80 percent of assets in common stocks and convertibles purchased on exchanges and over-the-counter markets.

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