TF Core Growth Fund | Overview

The Taylor Frigon Core Growth Fund (the Fund) invests for long term capital appreciation; we seek to invest in what we believe to be outstanding companies with excellent growth prospects. To find them, we bring a rigorous analytical approach to our investment selection process, employing both qualitative and quantitative research techniques. We invest for the long term, but maintain disciplined risk management and sell criteria in the construction and management of the Fund.


The Fund’s investment management philosophy is directly descended from that used by the late Richard C. Taylor who managed portfolios alongside Thomas Rowe Price in the 1960s and 1970s using Price’s “Growth Stock Theory” of investing – it is the cornerstone of our investment philosophy.


                      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.