Investment Counsel Since 1911
FEATURED NEWS |
|||
|---|---|---|---|
 |
LIPPER RECOGNIZES VILLERE BALANCED FUND (3/9/12) George Young and Sandy Villere III accepted two top awards from Lipper at their March 8 banquet in New York. |
 |
CNBC FIVE-STAR MANAGERS TALK STOCKS AND BONDS (3/13/12) George Young discusses recent market activity with Amanda Drury reiterating the importance of investing for the long-term and accepting volatility as part of the investment process. He also discusses a couple stock picks. |
 |
THE STREET (2/29/12) Sandy Villere, III shares his insights on a "contrarian" investment approach. |
||
 |
MONEYNEWS (2/9/12) George Young thinks royalty trusts offered by natural gas producers provide liquidity to buy more assets. |
 |
FOX BUSINESS MAKING YOUR INVESTMENT STRATEGY WORK (3/9/12) Sandy Villere, III shares his insights on stock picks that meet the criteria for the firm's investment strategy during an interview with Liz Claman. |
|
ADVISOR PERSPECTIVES (1/5/12) George Young sees volatility as an opportunity and believes investors should be patient in this market. |
||
Winner of the 2012 Lipper Fund Awards
for 3 & 5 years
for Best Mixed-Asset Target
Allocation Growth Fund
Earned for highest consistent
risk-adjusted return as of
11/30/2011 among 139 and
134 funds, respectively.
|
Sign up to receive the latest updates in your inbox |
CENTENNIAL TIMELINEA century of milestones and memories Click here > |
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.
Prospectus | Summary Prospectus | Proxy Voting | Privacy & Legal | Web Use Terms | Directions | Contact Us
St. Denis J. Villere & Company, LLC | 601 Poydras St. Suite 1808 | New Orleans, Louisiana 70130 | 504-525-0808
