Investment Counsel Since 1911
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VILLERE EQUITY FUND LAUNCHED (5/31/13) VLEQX offers investors the opportunity to participate in the equities potential of today's markets. |
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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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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. |
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BARRON'S ALL IN THE FAMILY (4/13/2013) Barron's profile article highlights the Villere family business' 102-year-old tradition and the genesis of the Villere Balanced Fund in 1999. George Young emphasizes their philosophy of looking for companies that provide growth at a reasonable price. |
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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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Sometimes the stock market resembles "musical chairs." What should you do when the music stops?
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CENTENNIAL TIMELINEA century of milestones and memories Click here > |
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 of the Villere Balanced Fund.
Mutual fund investing involves risk. Principal loss is possible.
Villere Balanced Fund: 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.
Villere Equity Fund: Equity investments are subject to market risk. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These risks are magnified in emerging markets. Investments in small-and-mid cap companies are subject to greater volatility. The Fund's ability to invest in initial public offerings (IPOs) involves a higher degree of risk than more seasoned companies.
Shares of the Villere Funds 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 Funds' investment objectives, risks, charges, expenses and other information are described in the prospectuses or summary prospectuses, which must be read and considered carefully before investing. You may download the VILLX Prospectus, VILLX Summary Prospectus, VLEQX Prospectus, VLEQX Summary Prospectus, or obtain a hard copy by calling 866-209-1129.
The Villere Funds are 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