Diamond Portfolio

Large Cap Quality Growth Fund


 

Objective:

The Fund’s investment objective is to provide long-term growth of capital by investing in a diversified portfolio of equity securities of “large capitalization” companies.

Advisor:

The fund is advised by Diamond Portfolio Advisors, LLC and the portfolio is overseen by Thomas M. Weary, CFA who is also the President and Chief Investment Officer of Diamond Portfolio Advisors, LLC.

Benchmark:

The performance of the fund will be evaluated against the Standard & Poor’s 500 Index and the Lipper Large Cap Core Index.

Purchase Information:

Investors who wish to purchase shares of the fund may call 1-800-628-4077.

Download new account applications here:

Account Application
IRA Application
Roth IRA Application
Coverdell ESA Application

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CLICK HERE FOR FUND PROSPECTUS

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CLICK HERE FOR Press Release

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CLICK HERE FOR FUND FACT SHEET

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CLICK HERE FOR Disclosure document

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STATEMENT OF ADDITIONAL INFORMATION


Please consider the charges, risks, expenses and investment objectives carefully before investing.
Please see a prospectus containing this and other information. Read it carefully before you invest or send money.  Past performance is no guarantee of future results.  There is no assurance that the investment process will consistently lead to successful investing.  There is no assurance the stated objective(s) will be met.

Fund distributed by First Dominion Capital Corp., Richmond, VA. 

The Standard and Poor’s 500 Index: (the “S&P Index”) is a market-value weighted index that tracks 500 companies in leading industries such as transportation, utilities, financial services, cyclicals and consumer products.  The S&P Index is not adjusted to reflect deductions for fees, expenses or taxes that the SEC requires to be reflected in the Fund’s performance. It is not possible to invest in an index. 

The Lipper Large Cap Core Index: Lipper Inc. is owned by Reuters and is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested. The Lipper Large Cap Core category allows investors to compare their returns to the 30 biggest large-cap funds. It is not possible to invest in an index.


 2008, Diamond Portfolio Advisors, LLC.