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