- Standard Account Application – For individual and joint accounts
- Traditional IRA Application – For new IRAs, Transfers, or Rollovers
- Roth IRA Application – For new Roth IRAs, Transfers, or Rollovers
Make your check payable to “Frank Value Fund.”
Mail completed application and check to:
Frank Value Fund
c/o Mutual Shareholder Services LLC
8000 Town Centre Drive, Suite 400
Broadview Heights, OH 44147
Contact shareholder services with any questions: 888-217-5426
Type | Symbol | Details |
---|---|---|
Investor Class | FRNKX | No-transaction fee platforms |
Institutional Class | FNKIX | Lowest fee share class |
Class C | FNKCX | For brokers who receive commission |