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GWGFX $5.38
AS OF 2/13/2009
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| FINANCIAL SERVICES·HEALTH CARE ·TECHNOLOGY |
The Generation Wave Growth Fund, Invests in those sectors of the market should be positively affected by the spending patterns of the global boomer generation. Think about it. What sectors of the market should be positively affected by these 80 million people? Our research indicates that these three main sectors have the potential to out-perform the market in the coming years. These sectors are Healthcare, Technology and Financial Services. We also feel that certain international countries –with similar, but lagging generational bubbles -will mirror what the US Economy did from 1982 to 2000, namely Asia (excluding Japan). Therefore, the Generation Wave Growth Fund portfolio also includes this sector.
The Generation Wave Growth Fund
Minimum Investment:$2,000.
Minimun Additional: $100.
Sales Load: NONE
Inception Date: 8/30/2002
Ticker Symbol: GWGFX
Objective: Long-term growth of capital.
Advisor: Mutuals Advisors, Inc |
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Generation Wave Growth Fund is offered only to United States residents, and information on this site
is intended only for such persons. Nothing on this web site should be considered
a solicitation to buy or an offer to sell shares of Vice Fund in any jurisdiction
where the offer or solicitation would be unlawful under the securities laws of such
jurisdiction.
Mutual fund investing involves risk; principal loss is possible. Because the Fund is a "fund of funds", your cost of investing in the Fund will generally be higher than the cost of investing directly in the shares of the mutual funds in which it invests. By investing in the Fund, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of those funds. Please refer to the prospectus for more information about the Fund, including risks, fees and expenses. The Fund also invests in ETFs. They are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF's shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact the Fund's ability to sell its shares. The Fund may also invest in foreign securities. Investments in foreign securities involve greater volatility and political, economic, and currency risks and differences in accounting methods.
Please refer to the prospectus for important information about the investment company including objectives, risks, charges and expenses. Read and consider it carefully before investing. You may also obtain a hardcopy of the prospectus by calling 866.264.8783
While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for further details.
The USA Mutuals Generation Wave Growth Fund is distributed by Quasar Distributors, LLC. © 2008 Generation Wave Growth Fund • Dallas, Texas |