The Henssler Equity Fund is a no-load* diversified portfolio of high quality common stocks. The Fund investment objective is to seek growth of capital. The Henssler Equity Fund invests in predominantly Mid- and Small-Cap companies combined with a blend of growth and value securities. Our philosophy is to invest in solid businesses with growth opportunities that can weather market fluctuations and add value over the long term.
- Net Asset Value as of Decemer 31, 2018: $4.85
- Objective: Seek growth of capital
- Symbol: HEQFX
Fundamental Investment Philosophy
- Fully Invested
- Broadly Diversified
A Disciplined Investment Approach
- Meets financial strength criteria
- Must be industry leader
- Rising earnings expectations
- Rising valuations
- Deteriorating fundamentals
- Change in management
- Industry deterioration
- More attractive investment opportunity
*No initial sales charge. There are other fees and expenses that do apply and are described in The Fund’s prospectus.
An investor should consider the investment objectives, risks, charges and expenses of The Fund carefully before investing. To obtain a prospectus containing this and other information, please call 1-800-936-FUND or click here. Read the prospectus carefully before you invest. Shares of The Fund are distributed by ALPS Distributors, Inc.
There are risks associated with investing including possible loss of principal. The value of stocks selected for The Fund’s portfolio or the overall stock market may decline over short or extended periods. Foreign investing involves special risks, such as, currency fluctuations and political uncertainty. Funds that emphasize investments in smaller companies generally will experience greater price volatility.
The Fund can be purchased through Charles Schwab & Co., Inc., or Fidelity Investments or Call 1.800.936.FUND.
ALPS Distributors, Inc., distributor of The Henssler Equity Fund, is not affiliated with Charles Schwab & Co. Inc., or Fidelity Investments.