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Fund Overview
The first independent no-load mutual fund in New Orleans was launched by Villere & Co. on September 30, 1999 and is now available for investment. The Villere Balanced Fund focuses on long-term capital growth, consistent with preservation of capital and a balance of current income. It invests primarily in a mix of equity securities and fixed income obligations. Our commitment to low portfolio turnover is designed to result in tax efficiency as well as long-term capital gains. The fund, distributed by Quasar Distributors, LLC, has no sales charges or redemption fees, and can be purchased with a minimum investment of $2,000.
For more complete information about The Villere Balanced Fund, including risks, fees and expenses, please refer to the prospectus. Please read it carefully before investing. Click here for our SAI.
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 of an offer to buy in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful.
Mutual fund investing involves risk; principal loss is possible. Investments in smaller companies involve additional risk such as limited liquidity and greater volatility. Investments in debt s typcially decrase in value when interst rates rise. This risk is usually greater for longer-term debt securities.
While the fund is no-load, management and other expenses still apply. Please refer to the prospectus for further details.
The Villere Balanced Fund is distributed by Quasar Distributors, LLC.
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