INVEST WITH US

You can invest in the Taylor Frigon Core Growth Fund (TFCGX) via a direct investment or through a Charles Schwab brokerage account. With a direct investment, you’ll get quarterly statements from TFCGX and place trades or move money by contacting our Shareholder Services group.

 

Things You Should Know

  • The Taylor Frigon Core Growth Fund follows a long-term investment strategy and is not appropriate for short term investments. Our goal is to build a stable group of investors who want to join us in pursuit of long-term investment gains.

 

  • The minimum amount to open a new account is $5,000 for regular accounts and $1,000 for IRAs or accounts with automatic investing plans.
     

  • The Fund has a total annual fund operating expense ratio of 1.45% per year.
     

  • The Fund is required to distribute capital gains and investment income each year and expects that distributions will consist primarily of capital gains.  You can choose to have your fund distributions reinvested back into the Fund.

 

  • The Taylor Frigon Core Growth Fund is offered only to United States residents, and information on this site is intended only for such persons.  Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Taylor Frigon Growth Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

  • Below is a list of states the Taylor Frigon Core Growth Fund is currently available in. The Blue Sky table identifies states in which the mutual fund offering has been registered in compliance with the respective state's security laws. The letter Y = yes the fund has been registered, the letter N = no the fund has not be registered in that state. However, if you would like to invest in TFCGX but your state is not listed, we can register the fund to make available upon request.

Direct Investments

To open an account with the Taylor Frigon Growth Fund, please fill out the appropriate forms listed below and submit to our Shareholder Services group.

Before you invest, please read our prospectus. If you are opening an IRA, you will want to review our IRA PLAN BOOKLET.

 

Please send your account application to:

Taylor Frigon Core Growth Fund

c/o Mutual Shareholder Services, LLC

8000 Town Centre Dr., Suite 400

Broadview Hts., OH 44147

Call our Shareholder Services group at 888-897-4821 if you have any questions.

Brokerage Account Investments

The Taylor Frigon Core Growth Fund is currently available through Charles Schwab, TD Ameritrade, Interactive Brokers and Vanguard brokerage accounts. We expect that it will be available through other various brokerage firms soon. If you’d like to purchase the Fund through a brokerage company, please contact your advisor or us at info@taylorfrigon.com and we’ll do our best to make it happen.

                     

                      Taylor Frigon Core Growth Fund

                        Inspired by Taylor Frigon Capital Management, LLC 

 

Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at (888) 897-4821. The prospectus should be read carefully before investing.

Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its objectives. The Fund invests in common stocks which subjects investors to market risk. The Fund is subject to growth investing risk.  Growth stocks are generally more volatile than value stocks and the earnings growth of these companies may not occur or be sustained.  The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.

Fund holdings are subject to change and are not recommendations to buy or sell any security.  Current and future holdings are subject to risk.

Distributed by Rafferty Capital Markets, LLC ­ Garden City, NY 11530.