Investment Counsel Since 1911
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LIPPER AWARD PRESS RELEASE (3/15/13) Villere Balanced Fund named Best Fund by Lipper for 2nd consecutive year. |
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CNBC CHECKING MARKET PULSE (1/14/2013) Despite a debt ceiling and anemic growth in the global economy, George Young thinks there are still good markets to be found. He comments on the use of active fund management and where the Villere Balanced Fund is allocating capital. |
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BLOOMBERG TV (12/19/12) George Young appears on Street Fighters segment to discuss the impact of the fiscal cliff on the markets. |
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DIVIDEND PAID (12/5/12) Villere Balance Fund announces dividend. |
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BARRON'S SHINING A LIGHT ON GREAT OVERLOOKED STOCKS (10/2/2012) A Q & A interview with Sandy Villere highlights the Villere Balanced Fund and the investment philosophy for growth at a reasonable price by finding stocks that dominate their niche and are often overlooked by Wall Street. |
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WALL STREET REPORT (11/23/12) Will Natural Gas Be The Next Boon For The U.S.? |
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George Young and Sandy Villere recently visited New York to tell the Villere & Co story to advisors and reporters.
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Print our current fact sheet. Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current top 10 holdings.
Mutual fund investing involves risk. Principal loss is possible.
Investments in smaller and medium sized companies involve additional risks such as limited liquidity and greater volatility. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower rated and non-rated securities present a great risk of loss to principal and interest than higher rated securities.
Shares of the Villere Balanced Fund are currently offered only in the United States and are not registered for sale in any jurisdiction other than the United States. This is not an offer to sell or a solicitation to buy in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period.
Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service.
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.
The Fund's investment objectives, risks, charges, expenses and other information are described in the prospectus or summary prospectus, which must be read and considered carefully before investing. You may download the prospectus or summary prospectus or obtain a hard copy by calling 866-209-1129.
The Villere Balanced Fund is distributed by Quasar Distributors, LLC.
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St. Denis J. Villere & Company, LLC | 601 Poydras St. Suite 1808 | New Orleans, Louisiana 70130 | P: 504-525-0808 | F: 504-522-2747