Two Major Headaches in Your Investment Portfolio:

Lack of Diversity

  • 23% of your money goes to the top 5 in the S&P 500 Index
  • Tech stocks makeup 28% of the Index
  • Most fund companies match these percentages making them just like the index

Diversify your assets.

The Frank Value Fund invests in companies on their fundamentals, NOT how they appear in an index.

Successful investing requires diversification, and the S&P 500 and most other funds are NOT diversified.

 

Contact us by April 30th and receive our FREE book on the dangers of passive investing.

 

Print our application and invest direct and commission-free in the Frank Value Fund.

Index Downside

  • Did you know from 2000 to 2010 the S&P 500 lost 21%?
    • That’s -2.4% per year for ten years!
  • From 1989 to 1999 the Nikkei Index (Japan) lost 55%!
    • That’s -7.8% per year for ten years!

 

Large drawdowns and long-periods of zero returns have plagued index investing in the past. Can you financial plan handle another “lost decade” in equities?

Protect Your Assets.

Invest in the Frank Value Fund before indices enter another “lost decade.”

Contact us by April 30th and receive our FREE book on the dangers of passive investing.

 

Print our application and invest direct and commission-free in the Frank Value Fund.

Enter your address for a FREE copy of our book on the hidden dangers of passive investing.

    Invest Direct in the Frank Value Fund

     

     

    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